+76.1%
MRK vs HTZ
-75.3%
+151.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.4% | +8.2% | +0.2% |
| 7D | -1.9% | -14.6% | +12.7% | -1.3% |
| 30D | +2.8% | -20.8% | +23.5% | +3.6% |
| 3M | +15.0% | -18.8% | +33.8% | +15.6% |
| 6M | +30.9% | -74.7% | +105.6% | +36.5% |
| YTD | +42.3% | -68.1% | +110.4% | +45.2% |
| 1Y | +76.1% | -73.5% | +149.6% | +87.0% |
| All | +76.1% | -75.3% | +151.4% | +87.0% |
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 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