+34.3%
MRSH vs HTZ
-95.0%
+129.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -0.5% | -16.4% | +15.9% | -0.1% |
| 30D | +16.3% | -15.1% | +31.4% | +16.6% |
| 3M | +7.3% | -28.2% | +35.5% | +7.8% |
| 6M | +26.6% | -73.1% | +99.7% | +30.0% |
| YTD | +12.6% | -68.3% | +80.9% | +14.5% |
| 1Y | +16.0% | -75.2% | +91.2% | +19.0% |
| 3Y | +8.8% | -81.1% | +89.9% | +11.0% |
| 5Y | +34.3% | -95.0% | +129.3% | +51.6% |
| All | +34.3% | -95.0% | +129.3% | +51.6% |
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