+266.3%
MUU vs HTZ
-75.3%
+341.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -8.4% | +17.6% | +11.5% |
| 7D | -42.8% | -14.6% | -28.2% | -38.9% |
| 30D | -63.6% | -20.8% | -42.8% | -60.7% |
| 3M | -48.5% | -18.8% | -29.7% | -46.0% |
| 6M | -36.9% | -74.7% | +37.8% | -6.7% |
| YTD | +176.7% | -68.1% | +244.8% | +244.4% |
| 1Y | +266.3% | -73.5% | +339.7% | +368.4% |
| All | +266.3% | -75.3% | +341.6% | +368.4% |
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 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