+147.9%
PGR vs HTZ
-89.5%
+237.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.2% |
| 7D | +0.1% | +7.5% | -7.3% | +0.1% |
| 30D | +2.9% | +47.4% | -44.5% | +2.7% |
| 3M | +12.1% | -54.9% | +67.0% | +12.5% |
| 6M | +3.7% | -47.0% | +50.7% | +3.8% |
| YTD | +2.4% | -55.3% | +57.6% | +2.6% |
| 1Y | -6.4% | -57.6% | +51.3% | -6.2% |
| 3Y | +76.8% | -86.6% | +163.4% | +82.6% |
| 5Y | +154.3% | -86.1% | +240.4% | +156.7% |
| All | +147.9% | -89.5% | +237.4% | +159.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling