+1,106.1%
MUU vs HTZ
-53.3%
+1,159.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.0% | +5.4% | -1.3% |
| 7D | -32.5% | -27.5% | -4.9% | -28.0% |
| 30D | -55.2% | -21.9% | -33.4% | -53.0% |
| 3M | -40.7% | -29.2% | -11.5% | -37.4% |
| 6M | -43.9% | -75.2% | +31.3% | -32.7% |
| YTD | +203.2% | -70.8% | +274.0% | +251.6% |
| 1Y | +257.0% | -76.1% | +333.1% | +321.8% |
| All | +1,106.1% | -53.3% | +1,159.4% | +954.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling