+321.2%
MOD vs HTZ
-86.4%
+407.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +4.2% |
| 7D | +9.6% | +7.5% | +2.1% | +8.9% |
| 30D | 0.0% | +47.4% | -47.4% | -4.3% |
| 3M | -35.4% | -54.9% | +19.5% | -32.2% |
| 6M | -7.3% | -47.0% | +39.7% | -4.1% |
| YTD | +45.8% | -55.3% | +101.1% | +52.3% |
| 1Y | +43.1% | -57.6% | +100.8% | +48.9% |
| All | +321.2% | -86.4% | +407.6% | +406.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling