-42.3%
MSTR vs HTZ
-60.6%
+18.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +9.2% | -4.1% | +3.5% |
| 7D | -1.8% | +18.9% | -20.8% | -4.7% |
| 30D | -13.3% | +26.3% | -39.6% | -16.9% |
| 3M | +46.0% | +49.7% | -3.7% | +31.9% |
| 6M | -22.4% | -61.1% | +38.7% | -7.8% |
| YTD | -6.2% | -56.0% | +49.8% | +4.5% |
| 1Y | -42.3% | -66.4% | +24.1% | -27.7% |
| All | -42.3% | -60.6% | +18.3% | -27.7% |
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