-38.6%
MP vs HTZ
-72.5%
+33.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -20.8% | +14.8% | -3.0% |
| 7D | -19.0% | -7.7% | -11.2% | -18.3% |
| 30D | -30.5% | -13.1% | -17.4% | -29.4% |
| 3M | -29.6% | +14.7% | -44.3% | -33.1% |
| 6M | -50.4% | -70.6% | +20.2% | -40.7% |
| YTD | -33.2% | -65.2% | +32.0% | -25.0% |
| 1Y | -38.6% | -73.2% | +34.6% | -22.7% |
| All | -38.6% | -72.5% | +33.9% | -22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling