+32.5%
MRK vs HTZ
-75.0%
+107.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | 0.0% |
| 7D | 0.0% | -14.0% | +14.0% | +0.4% |
| 30D | +3.5% | -19.8% | +23.3% | +4.3% |
| 3M | +11.2% | -45.0% | +56.2% | +12.1% |
| 6M | +32.5% | -73.2% | +105.7% | +37.9% |
| All | +32.5% | -75.0% | +107.5% | +37.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling