+1,348.1%
MUU vs HTZ
-52.0%
+1,400.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.1% | +2.8% | -2.2% |
| 7D | +43.7% | -14.0% | +57.6% | +47.2% |
| 30D | -37.2% | -19.8% | -17.5% | -34.2% |
| 3M | -36.1% | -45.0% | +8.9% | -29.7% |
| 6M | -35.7% | -73.2% | +37.5% | -23.7% |
| YTD | +264.0% | -70.0% | +334.0% | +321.2% |
| 1Y | +359.1% | -75.7% | +434.8% | +441.7% |
| All | +1,348.1% | -52.0% | +1,400.1% | +1,163.4% |
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