+158.2%
MTSI vs HTZ
-81.0%
+239.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.4% | -20.8% | +2.4% | -16.7% |
| 7D | -24.6% | -7.7% | -16.9% | -23.9% |
| 30D | -45.7% | -13.1% | -32.6% | -45.1% |
| 3M | -27.7% | +14.7% | -42.5% | -28.4% |
| 6M | -37.3% | -70.6% | +33.3% | -34.9% |
| YTD | +11.1% | -65.2% | +76.3% | +14.3% |
| 1Y | +27.2% | -73.2% | +100.4% | +31.7% |
| All | +158.2% | -81.0% | +239.1% | +174.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling