+58.0%
MRK vs HTZ
-82.4%
+140.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.1% | +0.6% |
| 7D | +0.7% | -8.5% | +9.2% | +0.9% |
| 30D | +0.3% | -18.9% | +19.2% | +0.7% |
| 3M | +9.7% | -36.0% | +45.7% | +10.5% |
| 6M | +32.0% | -74.6% | +106.5% | +34.5% |
| YTD | +43.3% | -70.8% | +114.1% | +45.4% |
| 1Y | +63.7% | -75.3% | +139.0% | +66.4% |
| 3Y | +58.0% | -81.6% | +139.6% | +63.1% |
| All | +58.0% | -82.4% | +140.4% | +63.1% |
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