+3.0%
PG vs HTZ
-86.1%
+89.2%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.5% |
| 7D | -0.4% | -2.5% | +2.0% | -0.4% |
| 30D | -0.1% | -3.7% | +3.6% | -0.2% |
| 3M | +1.1% | -57.0% | +58.1% | +1.5% |
| 6M | -3.8% | -47.0% | +43.2% | -3.6% |
| YTD | +3.8% | -57.5% | +61.3% | +4.2% |
| 1Y | -5.8% | -63.5% | +57.7% | -5.3% |
| 3Y | +3.0% | -86.3% | +89.4% | +9.0% |
| All | +3.0% | -86.1% | +89.2% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling