+1,272.2%
MUU vs HTZ
-53.3%
+1,325.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.6% | -2.6% | -4.8% |
| 7D | +24.7% | -8.5% | +33.2% | +26.8% |
| 30D | -35.1% | -18.9% | -16.2% | -32.1% |
| 3M | -44.3% | -36.0% | -8.2% | -39.7% |
| 6M | -44.4% | -74.6% | +30.2% | -33.4% |
| YTD | +244.9% | -70.8% | +315.7% | +301.0% |
| 1Y | +365.6% | -75.3% | +440.9% | +449.8% |
| All | +1,272.2% | -53.3% | +1,325.5% | +1,102.9% |
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