+145.1%
MS vs HTZ
-85.9%
+230.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | +0.1% |
| 7D | +1.4% | +7.5% | -6.1% | +0.7% |
| 30D | -0.3% | +47.4% | -47.7% | -4.8% |
| 3M | +0.3% | -54.9% | +55.2% | +5.9% |
| 6M | +31.3% | -47.0% | +78.3% | +35.3% |
| YTD | +24.7% | -55.3% | +79.9% | +30.4% |
| 1Y | +47.9% | -57.6% | +105.6% | +53.8% |
| 3Y | +178.3% | -86.6% | +264.9% | +225.5% |
| All | +145.1% | -85.9% | +230.9% | +182.2% |
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