+96.9%
MRVL vs HTZ
-95.4%
+192.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -8.4% | +14.1% | +7.0% |
| 7D | -28.1% | -14.6% | -13.5% | -26.4% |
| 30D | -50.4% | -20.8% | -29.6% | -48.8% |
| 3M | -32.9% | -18.8% | -14.1% | -31.8% |
| 6M | -17.9% | -74.7% | +56.8% | -3.1% |
| YTD | +66.4% | -68.1% | +134.5% | +86.6% |
| 1Y | +51.5% | -73.5% | +125.0% | +74.3% |
| 3Y | +177.9% | -81.8% | +259.7% | +218.7% |
| All | +96.9% | -95.4% | +192.3% | +223.0% |
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