+167.0%
MPC vs HTZ
-81.0%
+248.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -20.8% | +16.9% | -3.4% |
| 7D | -12.8% | -7.7% | -5.0% | -12.6% |
| 30D | -12.7% | -13.1% | +0.4% | -12.5% |
| 3M | +27.1% | +14.7% | +12.3% | +25.9% |
| 6M | +45.8% | -70.6% | +116.4% | +50.1% |
| YTD | +134.7% | -65.2% | +199.9% | +138.7% |
| 1Y | +106.0% | -73.2% | +179.2% | +111.6% |
| All | +167.0% | -81.0% | +248.0% | +158.5% |
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