-45.6%
MSTR vs HTZ
-75.3%
+29.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.4% | +8.1% | +1.2% |
| 7D | -1.2% | -14.6% | +13.4% | +1.7% |
| 30D | -15.9% | -20.8% | +4.8% | -12.6% |
| 3M | +33.1% | -18.8% | +51.9% | +35.4% |
| 6M | -31.0% | -74.7% | +43.7% | -11.4% |
| YTD | -15.1% | -68.1% | +52.9% | -0.2% |
| 1Y | -45.6% | -73.5% | +27.8% | -31.6% |
| All | -45.6% | -75.3% | +29.7% | -31.6% |
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 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