+124.3%
MOD vs HTZ
-81.0%
+205.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -20.8% | +13.5% | -5.5% |
| 7D | -34.2% | -7.7% | -26.4% | -33.9% |
| 30D | -51.9% | -13.1% | -38.8% | -51.5% |
| 3M | -53.0% | +14.7% | -67.8% | -54.2% |
| 6M | -66.4% | -70.6% | +4.3% | -63.7% |
| YTD | -31.5% | -65.2% | +33.6% | -27.5% |
| 1Y | -39.6% | -73.2% | +33.6% | -34.9% |
| All | +124.3% | -81.0% | +205.3% | +138.4% |
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