-89.5%
MSTU vs HTZ
-75.8%
-13.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -8.0% | +0.7% | -4.4% |
| 7D | -21.7% | -27.5% | +5.8% | -11.5% |
| 30D | -42.8% | -21.9% | -20.9% | -36.7% |
| 3M | +21.4% | -29.2% | +50.7% | +33.9% |
| 6M | -74.1% | -75.2% | +1.1% | -56.3% |
| YTD | -72.4% | -70.8% | -1.6% | -59.4% |
| All | -89.5% | -75.8% | -13.6% | -80.8% |
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