+1,315.7%
MU vs HTZ
-85.9%
+1,401.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.8% | +6.0% |
| 7D | +9.0% | +7.5% | +1.5% | +8.1% |
| 30D | +13.8% | +47.4% | -33.6% | +7.7% |
| 3M | +2.1% | -54.9% | +57.0% | +8.5% |
| 6M | +153.8% | -47.0% | +200.8% | +162.4% |
| YTD | +256.4% | -55.3% | +311.6% | +275.1% |
| 1Y | +719.8% | -57.6% | +777.4% | +755.6% |
| 3Y | +1,360.4% | -86.6% | +1,447.0% | +1,689.8% |
| All | +1,315.7% | -85.9% | +1,401.6% | +1,641.8% |
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 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