+792.8%
MOD vs HTZ
-92.9%
+885.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +9.2% | -30.6% | -22.5% |
| 7D | -31.3% | +18.9% | -50.3% | -33.0% |
| 30D | -46.1% | +26.3% | -72.4% | -48.0% |
| 3M | -51.1% | +49.7% | -100.8% | -54.5% |
| 6M | -62.1% | -61.1% | -1.0% | -58.9% |
| YTD | -26.2% | -56.0% | +29.9% | -21.9% |
| 1Y | -32.6% | -66.4% | +33.9% | -26.5% |
| 3Y | +133.8% | -75.8% | +209.6% | +148.3% |
| 5Y | +792.8% | -93.1% | +885.8% | +1,041.6% |
| All | +792.8% | -92.9% | +885.7% | +1,041.6% |
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