+236.7%
MTSI vs HTZ
-92.5%
+329.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -8.4% | +19.2% | +11.8% |
| 7D | -10.0% | -14.6% | +4.6% | -8.1% |
| 30D | -37.2% | -20.8% | -16.4% | -35.5% |
| 3M | -30.1% | -18.8% | -11.2% | -28.9% |
| 6M | -31.9% | -74.7% | +42.8% | -24.0% |
| YTD | +23.2% | -68.1% | +91.3% | +33.0% |
| 1Y | +26.4% | -73.5% | +99.9% | +38.7% |
| 3Y | +186.2% | -81.8% | +268.0% | +207.3% |
| 5Y | +187.0% | -95.2% | +282.3% | +282.6% |
| All | +236.7% | -92.5% | +329.2% | +330.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling