+18.9%
PFE vs HTZ
-76.0%
+95.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.1% | +4.0% | -1.8% |
| 7D | -2.1% | -14.0% | +11.9% | -1.4% |
| 30D | +3.1% | -19.8% | +22.9% | +4.2% |
| 3M | +11.2% | -45.0% | +56.2% | +14.1% |
| 6M | +15.0% | -73.2% | +88.3% | +23.2% |
| YTD | +23.5% | -70.0% | +93.6% | +29.7% |
| 1Y | +18.9% | -75.7% | +94.6% | +29.9% |
| All | +18.9% | -76.0% | +95.0% | +29.9% |
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 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