-10.5%
PCG vs HTZ
-86.4%
+75.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.4% |
| 7D | -13.9% | +7.5% | -21.3% | -14.0% |
| 30D | -16.9% | +47.4% | -64.3% | -17.8% |
| 3M | -14.7% | -54.9% | +40.2% | -13.5% |
| 6M | -23.8% | -47.0% | +23.2% | -23.3% |
| YTD | -10.5% | -55.3% | +44.8% | -9.5% |
| 1Y | -5.1% | -57.6% | +52.5% | -4.3% |
| All | -10.5% | -86.4% | +75.9% | -1.9% |
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