-93.1%
HTZ vs PRU
+42.5%
-135.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +6.6% | +2.6% | +3.7% |
| 7D | +18.9% | +9.8% | +9.2% | +10.3% |
| 30D | +26.3% | +11.6% | +14.7% | +15.3% |
| 3M | +49.7% | +3.7% | +46.0% | +44.6% |
| 6M | -61.1% | +33.0% | -94.1% | -69.5% |
| YTD | -56.0% | +16.6% | -72.6% | -61.5% |
| 1Y | -66.4% | +26.9% | -93.4% | -72.7% |
| 3Y | -75.8% | +55.7% | -131.5% | -83.2% |
| 5Y | -93.1% | +44.5% | -137.6% | -95.1% |
| All | -93.1% | +42.5% | -135.6% | -95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling