+155.5%
MO vs HTZ
-94.4%
+249.9%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.0% |
| 7D | +3.3% | -8.5% | +11.8% | +3.4% |
| 30D | +7.5% | -18.9% | +26.5% | +7.8% |
| 3M | +22.8% | -36.0% | +58.8% | +23.4% |
| 6M | +13.4% | -74.6% | +87.9% | +15.7% |
| YTD | +43.0% | -70.8% | +113.8% | +45.0% |
| 1Y | +45.2% | -75.3% | +120.5% | +47.9% |
| 3Y | +145.5% | -81.6% | +227.1% | +151.2% |
| All | +155.5% | -94.4% | +249.9% | +176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling