+72.1%
MSI vs HTZ
-86.4%
+158.5%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | -3.7% | +7.5% | -11.2% | -3.8% |
| 30D | +6.8% | +47.4% | -40.6% | +6.3% |
| 3M | +14.3% | -54.9% | +69.2% | +14.2% |
| 6M | -1.6% | -47.0% | +45.4% | -1.7% |
| YTD | +22.8% | -55.3% | +78.0% | +22.7% |
| 1Y | -1.1% | -57.6% | +56.5% | -1.2% |
| All | +72.1% | -86.4% | +158.5% | +88.6% |
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