+8.4%
PCG vs HTZ
-93.6%
+102.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.3% | -10.3% | -1.4% |
| 7D | -2.2% | -27.4% | +25.2% | -1.1% |
| 30D | -0.5% | -11.4% | +10.9% | -0.2% |
| 3M | -24.0% | -33.1% | +9.1% | -23.1% |
| 6M | -18.6% | -73.5% | +54.9% | -14.7% |
| YTD | -17.7% | -68.1% | +50.4% | -15.1% |
| 1Y | -20.0% | -74.3% | +54.3% | -16.5% |
| 3Y | -20.2% | -80.9% | +60.6% | -16.9% |
| 5Y | +8.4% | -93.8% | +102.2% | +29.8% |
| All | +8.4% | -93.6% | +102.0% | +29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling