+17.0%
PG vs HTZ
-60.6%
+77.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.2% | -5.9% | +3.2% |
| 7D | +5.7% | +18.9% | -13.2% | +5.6% |
| 30D | +15.4% | +26.3% | -10.8% | +15.3% |
| 3M | +13.8% | +49.7% | -35.9% | +13.6% |
| 6M | +18.3% | -61.1% | +79.4% | +17.9% |
| YTD | +20.1% | -56.0% | +76.2% | +20.3% |
| 1Y | +17.0% | -66.4% | +83.4% | +19.7% |
| All | +17.0% | -60.6% | +77.6% | +19.7% |
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