+616.6%
MPC vs HTZ
-89.5%
+706.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | +5.4% | +7.5% | -2.0% | +5.0% |
| 30D | +31.0% | +47.4% | -16.5% | +27.5% |
| 3M | +46.0% | -54.9% | +100.9% | +50.8% |
| 6M | +77.3% | -47.0% | +124.3% | +79.6% |
| YTD | +141.9% | -55.3% | +197.2% | +147.5% |
| 1Y | +120.9% | -57.6% | +178.6% | +124.4% |
| 3Y | +182.7% | -86.6% | +269.3% | +210.3% |
| 5Y | +646.4% | -86.1% | +732.6% | +685.2% |
| All | +616.6% | -89.5% | +706.2% | +693.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling