-7.5%
MSCI vs HTZ
-85.9%
+78.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +0.4% | +7.5% | -7.1% | -0.1% |
| 30D | +0.6% | +47.4% | -46.9% | -2.8% |
| 3M | -7.1% | -54.9% | +47.8% | -3.3% |
| 6M | +0.8% | -47.0% | +47.8% | +2.6% |
| YTD | +1.0% | -55.3% | +56.2% | +4.0% |
| 1Y | +4.3% | -57.6% | +62.0% | +6.7% |
| 3Y | +9.9% | -86.6% | +96.6% | +29.4% |
| All | -7.5% | -85.9% | +78.4% | +6.0% |
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