+1,397.6%
MUU vs HTZ
-48.9%
+1,446.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +9.3% | +14.8% | +22.6% |
| 7D | -2.5% | -27.4% | +24.9% | +4.1% |
| 30D | -39.7% | -11.4% | -28.4% | -37.9% |
| 3M | -27.4% | -33.1% | +5.6% | -22.6% |
| 6M | -38.4% | -73.5% | +35.1% | -26.8% |
| YTD | +276.4% | -68.1% | +344.5% | +330.8% |
| 1Y | +390.7% | -74.3% | +465.0% | +473.1% |
| All | +1,397.6% | -48.9% | +1,446.5% | +1,192.3% |
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