-86.5%
HTZ vs PTC
-3.9%
-82.7%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.0% | +7.4% | +2.9% |
| 7D | +7.5% | -10.3% | +17.7% | +10.4% |
| 30D | +47.4% | +1.1% | +46.3% | +46.1% |
| 3M | -54.9% | +1.6% | -56.5% | -55.4% |
| 6M | -47.0% | -13.5% | -33.5% | -44.4% |
| YTD | -55.3% | -19.1% | -36.2% | -51.8% |
| 1Y | -57.6% | -33.9% | -23.8% | -50.3% |
| All | -86.5% | -3.9% | -82.7% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling