+390.7%
MUU vs HTZ
-73.6%
+464.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +9.3% | +14.8% | +21.3% |
| 7D | -2.5% | -27.4% | +24.9% | +8.9% |
| 30D | -39.7% | -11.4% | -28.4% | -36.6% |
| 3M | -27.4% | -33.1% | +5.6% | -19.0% |
| 6M | -38.4% | -73.5% | +35.1% | -8.2% |
| YTD | +276.4% | -68.1% | +344.5% | +370.8% |
| 1Y | +390.7% | -74.3% | +465.0% | +608.9% |
| All | +390.7% | -73.6% | +464.3% | +608.9% |
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 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