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  • HTZ vs PEG✓SelectedUSD · PEGHTZ vs PEG performance historyLatest closeAs of+1.32%09/04
Stock and ETF performance explorer

HTZ vs PEG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-57.6%
PEG return
-7.0%
Excess return
-50.7%
Maximum drawdown
-80.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioPEGExcessAlpha
1D+1.3%-0.1%+1.5%+1.3%
7D+7.5%+0.7%+6.8%+7.3%
30D+47.4%-2.4%+49.9%+48.3%
3M-54.9%-4.8%-50.1%-54.6%
6M-47.0%-10.7%-36.3%-46.2%
YTD-55.3%-6.7%-48.6%-55.0%
1Y-57.6%-6.8%-50.8%-57.0%
All-57.6%-7.0%-50.7%-57.0%

Cumulative growth

Daily Returns

Daily percentage return beside PEG.

Daily Out/Under-Performance

Portfolio return minus PEG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PEG 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 PEG 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