+153.3%
MP vs HTZ
-86.4%
+239.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.1% |
| 7D | -2.9% | +7.5% | -10.3% | -4.2% |
| 30D | +13.8% | +47.4% | -33.6% | +3.3% |
| 3M | -16.7% | -54.9% | +38.2% | -7.2% |
| 6M | -11.5% | -47.0% | +35.5% | -5.7% |
| YTD | +7.9% | -55.3% | +63.2% | +18.4% |
| 1Y | -15.0% | -57.6% | +42.6% | -8.4% |
| All | +153.3% | -86.4% | +239.7% | +294.9% |
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 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