+121.6%
MSI vs HTZ
-94.7%
+216.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -20.8% | +24.8% | +4.8% |
| 7D | +5.1% | -7.7% | +12.8% | +5.2% |
| 30D | +13.3% | -13.1% | +26.4% | +13.6% |
| 3M | +18.3% | +14.7% | +3.6% | +16.9% |
| 6M | +18.7% | -70.6% | +89.3% | +22.5% |
| YTD | +36.0% | -65.2% | +101.2% | +38.7% |
| 1Y | +32.6% | -73.2% | +105.8% | +36.6% |
| 3Y | +78.3% | -80.8% | +159.1% | +86.8% |
| 5Y | +121.6% | -94.8% | +216.4% | +165.1% |
| All | +121.6% | -94.7% | +216.3% | +165.1% |
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