+35.6%
PFE vs HTZ
-60.6%
+96.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.2% | -6.5% | +2.2% |
| 7D | +4.6% | +18.9% | -14.4% | +3.7% |
| 30D | +12.3% | +26.3% | -13.9% | +11.0% |
| 3M | +21.2% | +49.7% | -28.5% | +17.4% |
| 6M | +21.1% | -61.1% | +82.2% | +27.2% |
| YTD | +30.0% | -56.0% | +86.1% | +34.2% |
| 1Y | +35.6% | -66.4% | +102.0% | +48.1% |
| All | +35.6% | -60.6% | +96.2% | +48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling