+25.2%
MSFU vs HTZ
-82.6%
+107.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -8.0% | +3.6% | -4.0% |
| 7D | +4.0% | -27.5% | +31.6% | +5.4% |
| 30D | -2.3% | -21.9% | +19.6% | -1.4% |
| 3M | +7.1% | -29.2% | +36.4% | +8.1% |
| 6M | +48.9% | -75.2% | +124.1% | +54.1% |
| YTD | +2.4% | -70.8% | +73.3% | +5.2% |
| 1Y | -8.1% | -76.1% | +68.0% | -5.2% |
| 3Y | +25.2% | -82.5% | +107.7% | +25.6% |
| All | +25.2% | -82.6% | +107.8% | +25.6% |
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