-91.5%
HTZ vs PRU
+52.4%
-143.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +2.1% |
| 7D | +7.5% | +1.9% | +5.6% | +5.6% |
| 30D | +47.4% | +2.7% | +44.7% | +43.6% |
| 3M | -54.9% | +19.5% | -74.4% | -61.2% |
| 6M | -47.0% | +26.6% | -73.6% | -56.3% |
| YTD | -55.3% | +12.3% | -67.6% | -59.6% |
| 1Y | -57.6% | +18.0% | -75.7% | -63.5% |
| 3Y | -86.6% | +47.0% | -133.6% | -90.2% |
| 5Y | -86.1% | +48.4% | -134.5% | -90.4% |
| All | -91.5% | +52.4% | -143.9% | -94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling