+297.0%
MXL vs HTZ
-60.6%
+357.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +9.2% | -20.3% | -12.6% |
| 7D | -24.3% | +18.9% | -43.3% | -26.7% |
| 30D | -46.1% | +26.3% | -72.4% | -48.4% |
| 3M | -21.8% | +49.7% | -71.5% | -28.0% |
| 6M | -27.2% | -61.1% | +33.9% | -19.9% |
| YTD | +226.2% | -56.0% | +282.2% | +245.1% |
| 1Y | +297.0% | -66.4% | +363.4% | +368.9% |
| All | +297.0% | -60.6% | +357.6% | +368.9% |
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