-23.7%
PDD vs HTZ
-85.9%
+62.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | -4.1% | +7.5% | -11.5% | -4.7% |
| 30D | -9.6% | +47.4% | -57.0% | -13.2% |
| 3M | -4.3% | -54.9% | +50.6% | +0.6% |
| 6M | -18.8% | -47.0% | +28.2% | -16.5% |
| YTD | -27.5% | -55.3% | +27.8% | -24.5% |
| 1Y | -33.6% | -57.6% | +24.0% | -31.3% |
| 3Y | -20.4% | -86.6% | +66.2% | +0.4% |
| All | -23.7% | -85.9% | +62.2% | -9.6% |
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