+305.1%
MXL vs HTZ
-73.6%
+378.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +9.3% | +2.0% | +9.5% |
| 7D | +5.5% | -27.4% | +32.9% | +12.8% |
| 30D | -32.6% | -11.4% | -21.3% | -30.7% |
| 3M | -13.1% | -33.1% | +19.9% | -7.2% |
| 6M | -41.4% | -73.5% | +32.1% | -30.0% |
| YTD | +243.9% | -68.1% | +312.0% | +288.8% |
| 1Y | +305.1% | -74.3% | +379.4% | +409.3% |
| All | +305.1% | -73.6% | +378.7% | +409.3% |
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