+253.6%
PH vs HTZ
-85.9%
+339.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -3.1% | +7.5% | -10.5% | -3.7% |
| 30D | -3.2% | +47.4% | -50.7% | -7.3% |
| 3M | +10.6% | -54.9% | +65.5% | +15.8% |
| 6M | -2.1% | -47.0% | +44.9% | +0.2% |
| YTD | +10.2% | -55.3% | +65.4% | +14.3% |
| 1Y | +28.2% | -57.6% | +85.9% | +32.0% |
| 3Y | +134.9% | -86.6% | +221.5% | +172.7% |
| All | +253.6% | -85.9% | +339.5% | +319.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling