-89.3%
MSTU vs HTZ
-76.0%
-13.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.9% |
| 7D | -9.3% | -16.4% | +7.1% | -2.4% |
| 30D | -38.3% | -15.1% | -23.2% | -33.9% |
| 3M | +24.0% | -28.2% | +52.2% | +35.8% |
| 6M | -72.1% | -73.1% | +1.0% | -54.4% |
| YTD | -70.2% | -68.3% | -1.9% | -57.6% |
| All | -89.3% | -76.0% | -13.4% | -81.4% |
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