+34.8%
MRSH vs HTZ
-90.6%
+125.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.3% | +3.2% | -1.9% |
| 7D | -5.9% | -10.4% | +4.5% | -5.6% |
| 30D | -7.3% | -2.4% | -5.0% | -7.4% |
| 3M | +7.4% | -60.9% | +68.3% | +9.3% |
| 6M | -0.7% | -50.2% | +49.6% | -0.1% |
| YTD | -3.2% | -59.7% | +56.6% | -2.1% |
| 1Y | -10.6% | -66.0% | +55.4% | -9.4% |
| 3Y | -4.6% | -87.1% | +82.5% | +1.5% |
| 5Y | +19.3% | -86.9% | +106.1% | +26.3% |
| All | +34.8% | -90.6% | +125.4% | +45.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling