+2,620.0%
MUU vs HTZ
-28.3%
+2,648.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +11.4% |
| 7D | +17.4% | +7.5% | +9.9% | +16.2% |
| 30D | +24.0% | +47.4% | -23.5% | +15.0% |
| 3M | -23.9% | -54.9% | +31.0% | -17.4% |
| 6M | +284.4% | -47.0% | +331.4% | +304.3% |
| YTD | +583.7% | -55.3% | +639.0% | +636.4% |
| 1Y | +2,981.5% | -57.6% | +3,039.1% | +3,196.6% |
| All | +2,620.0% | -28.3% | +2,648.4% | +2,108.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling