+297.2%
MRVL vs HTZ
-89.5%
+386.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.3% | +5.7% | +6.9% |
| 7D | +3.2% | +7.5% | -4.3% | +2.1% |
| 30D | +5.9% | +47.4% | -41.5% | -1.6% |
| 3M | -29.3% | -54.9% | +25.6% | -23.4% |
| 6M | +186.5% | -47.0% | +233.5% | +199.8% |
| YTD | +163.4% | -55.3% | +218.7% | +181.8% |
| 1Y | +249.5% | -57.6% | +307.1% | +269.5% |
| 3Y | +289.4% | -86.6% | +376.0% | +411.8% |
| 5Y | +270.2% | -86.1% | +356.4% | +390.6% |
| All | +297.2% | -89.5% | +386.8% | +441.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling