+590.5%
MPC vs HTZ
-92.9%
+683.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +9.2% | -17.3% | -8.5% |
| 7D | -10.9% | +18.9% | -29.9% | -11.7% |
| 30D | -9.4% | +26.3% | -35.7% | -10.7% |
| 3M | +26.0% | +49.7% | -23.7% | +22.3% |
| 6M | +56.5% | -61.1% | +117.6% | +62.5% |
| YTD | +144.3% | -56.0% | +200.3% | +149.5% |
| 1Y | +117.2% | -66.4% | +183.7% | +125.6% |
| 3Y | +176.3% | -75.8% | +252.1% | +182.0% |
| 5Y | +590.5% | -93.1% | +683.6% | +725.0% |
| All | +590.5% | -92.9% | +683.4% | +725.0% |
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