+184.0%
MRVL vs HTZ
-89.7%
+273.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +9.2% | -16.3% | -8.4% |
| 7D | -36.5% | +18.9% | -55.4% | -38.2% |
| 30D | -41.1% | +26.3% | -67.3% | -43.3% |
| 3M | -26.9% | +49.7% | -76.5% | -32.7% |
| 6M | -2.3% | -61.1% | +58.8% | +7.5% |
| YTD | +88.4% | -56.0% | +144.4% | +100.6% |
| 1Y | +82.7% | -66.4% | +149.2% | +102.0% |
| 3Y | +213.8% | -75.8% | +289.5% | +238.3% |
| 5Y | +127.4% | -93.1% | +220.5% | +221.9% |
| All | +184.0% | -89.7% | +273.8% | +285.7% |
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