+116.3%
PCAR vs HTZ
-89.7%
+206.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.2% | -5.1% | +3.4% |
| 7D | +3.7% | +18.9% | -15.3% | +2.3% |
| 30D | -2.9% | +26.3% | -29.2% | -4.8% |
| 3M | -21.7% | +49.7% | -71.4% | -24.8% |
| 6M | -6.6% | -61.1% | +54.5% | -1.7% |
| YTD | -2.2% | -56.0% | +53.8% | +1.2% |
| 1Y | +12.2% | -66.4% | +78.7% | +18.5% |
| 3Y | +36.5% | -75.8% | +112.3% | +41.6% |
| 5Y | +113.5% | -93.1% | +206.6% | +143.1% |
| All | +116.3% | -89.7% | +206.1% | +143.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling