+344.7%
MXL vs HTZ
-65.3%
+410.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -5.3% | +12.8% | +8.0% |
| 7D | +19.0% | -10.4% | +29.4% | +20.1% |
| 30D | +4.5% | -2.4% | +6.8% | +4.2% |
| 3M | -1.5% | -60.9% | +59.4% | +2.2% |
| 6M | +348.6% | -50.2% | +398.9% | +359.2% |
| YTD | +310.3% | -59.7% | +370.0% | +325.1% |
| 1Y | +344.7% | -66.0% | +410.7% | +376.4% |
| All | +344.7% | -65.3% | +410.0% | +376.4% |
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