+61.7%
PBR vs HTZ
-80.7%
+142.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +9.3% | -11.8% | -2.8% |
| 7D | -9.1% | -27.4% | +18.3% | -8.2% |
| 30D | -29.9% | -11.4% | -18.5% | -29.7% |
| 3M | +2.3% | -33.1% | +35.4% | +3.4% |
| 6M | -10.9% | -73.5% | +62.6% | -6.8% |
| YTD | +56.9% | -68.1% | +125.0% | +61.7% |
| 1Y | +38.0% | -74.3% | +112.3% | +43.8% |
| All | +61.7% | -80.7% | +142.4% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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