+37.2%
MSCI vs HTZ
-81.0%
+118.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -20.8% | +18.1% | -2.1% |
| 7D | +6.0% | -7.7% | +13.8% | +6.3% |
| 30D | +18.2% | -13.1% | +31.3% | +18.6% |
| 3M | +15.1% | +14.7% | +0.4% | +14.2% |
| 6M | +13.7% | -70.6% | +84.3% | +17.2% |
| YTD | +15.6% | -65.2% | +80.8% | +17.8% |
| 1Y | +16.3% | -73.2% | +89.5% | +19.5% |
| All | +37.2% | -81.0% | +118.2% | +45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling