+847.8%
MU vs HTZ
-95.4%
+943.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -8.4% | +13.5% | +6.1% |
| 7D | -22.0% | -14.6% | -7.4% | -20.5% |
| 30D | -36.6% | -20.8% | -15.8% | -34.9% |
| 3M | -21.7% | -18.8% | -2.9% | -20.6% |
| 6M | +3.5% | -74.7% | +78.2% | +17.6% |
| YTD | +141.9% | -68.1% | +210.0% | +164.5% |
| 1Y | +189.8% | -73.5% | +263.3% | +222.7% |
| 3Y | +855.4% | -81.8% | +937.2% | +961.6% |
| All | +847.8% | -95.4% | +943.2% | +1,245.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling