+30.3%
MSCI vs HTZ
-91.9%
+122.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -20.8% | +18.1% | -1.3% |
| 7D | +6.0% | -7.7% | +13.8% | +6.5% |
| 30D | +18.2% | -13.1% | +31.3% | +19.0% |
| 3M | +15.1% | +14.7% | +0.4% | +12.8% |
| 6M | +13.7% | -70.6% | +84.3% | +21.3% |
| YTD | +15.6% | -65.2% | +80.8% | +20.5% |
| 1Y | +16.3% | -73.2% | +89.5% | +23.6% |
| 3Y | +36.9% | -80.8% | +117.7% | +44.2% |
| 5Y | +6.3% | -94.8% | +101.1% | +26.1% |
| All | +30.3% | -91.9% | +122.1% | +55.4% |
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