-61.1%
HTZ vs PFG
+18.8%
-79.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.1% | +5.1% | +6.7% |
| 7D | +18.9% | +4.9% | +14.1% | +15.8% |
| 30D | +26.3% | +5.7% | +20.6% | +22.4% |
| 3M | +49.7% | +2.6% | +47.1% | +48.4% |
| 6M | -61.1% | +19.8% | -80.9% | -61.1% |
| All | -61.1% | +18.8% | -79.9% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 6mo: compounded portfolio wealth divided by compounded PFG 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…
6mo analysis · Full analysis span regression · 6 months rolling