+1,138.0%
MUU vs HTZ
-49.2%
+1,187.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -0.6% | +13.1% | +12.6% |
| 7D | -27.2% | -16.4% | -10.8% | -24.0% |
| 30D | -54.0% | -15.1% | -38.9% | -52.4% |
| 3M | -41.4% | -28.2% | -13.2% | -38.4% |
| 6M | -42.5% | -73.1% | +30.6% | -31.9% |
| YTD | +211.2% | -68.3% | +279.5% | +256.1% |
| 1Y | +313.4% | -75.2% | +388.6% | +383.6% |
| All | +1,138.0% | -49.2% | +1,187.3% | +968.1% |
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 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