+504.3%
MUU vs HTZ
-60.6%
+565.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +9.2% | -23.2% | -15.9% |
| 7D | -35.9% | +18.9% | -54.8% | -38.5% |
| 30D | -47.1% | +26.3% | -73.4% | -50.5% |
| 3M | -29.8% | +49.7% | -79.5% | -40.1% |
| 6M | +16.0% | -61.1% | +77.1% | +48.0% |
| YTD | +286.1% | -56.0% | +342.1% | +335.4% |
| 1Y | +504.3% | -66.4% | +570.7% | +609.1% |
| All | +504.3% | -60.6% | +565.0% | +609.1% |
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