+27.3%
MSCI vs HTZ
-92.5%
+119.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -8.4% | +6.1% | -1.7% |
| 7D | +2.8% | -14.6% | +17.4% | +3.8% |
| 30D | +15.4% | -20.8% | +36.2% | +16.9% |
| 3M | +13.4% | -18.8% | +32.2% | +14.0% |
| 6M | +10.9% | -74.7% | +85.6% | +19.6% |
| YTD | +13.0% | -68.1% | +81.1% | +18.5% |
| 1Y | +12.0% | -73.5% | +85.5% | +19.0% |
| 3Y | +34.1% | -81.8% | +115.9% | +41.3% |
| 5Y | +3.9% | -95.2% | +99.1% | +24.0% |
| All | +27.3% | -92.5% | +119.9% | +52.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling