+35.4%
MSI vs HTZ
-77.9%
+113.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.0% | +7.9% | +0.1% |
| 7D | +7.4% | -27.5% | +34.9% | +7.9% |
| 30D | +18.7% | -21.9% | +40.6% | +19.0% |
| 3M | +14.5% | -29.2% | +43.7% | +14.9% |
| 6M | +38.1% | -75.2% | +113.3% | +38.6% |
| YTD | +38.7% | -70.8% | +109.5% | +38.2% |
| 1Y | +35.4% | -76.1% | +111.5% | +36.9% |
| All | +35.4% | -77.9% | +113.3% | +36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling