-66.6%
MRNA vs HTZ
-85.9%
+19.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.6% | -2.5% |
| 7D | +5.5% | +7.5% | -2.0% | +4.1% |
| 30D | +158.7% | +47.4% | +111.3% | +142.7% |
| 3M | +182.1% | -54.9% | +237.0% | +206.8% |
| 6M | +151.8% | -47.0% | +198.8% | +163.3% |
| YTD | +393.6% | -55.3% | +448.8% | +428.6% |
| 1Y | +499.5% | -57.6% | +557.1% | +534.9% |
| 3Y | +29.3% | -86.6% | +115.9% | +57.1% |
| All | -66.6% | -85.9% | +19.2% | -56.5% |
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