-2.6%
MRSH vs HTZ
-86.1%
+83.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.0% | +2.2% | -2.8% |
| 7D | -3.8% | -2.5% | -1.3% | -3.8% |
| 30D | -5.8% | -3.7% | -2.1% | -5.8% |
| 3M | +11.7% | -57.0% | +68.7% | +11.8% |
| 6M | -0.3% | -47.0% | +46.6% | -0.5% |
| YTD | -1.1% | -57.5% | +56.3% | -1.2% |
| 1Y | -9.5% | -63.5% | +54.0% | -9.5% |
| 3Y | -2.6% | -86.3% | +83.8% | -1.8% |
| All | -2.6% | -86.1% | +83.6% | -1.8% |
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