+496.1%
PLTR vs HTZ
-94.7%
+590.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -20.8% | +11.1% | -6.4% |
| 7D | -21.1% | -7.7% | -13.4% | -20.2% |
| 30D | -19.3% | -13.1% | -6.2% | -17.8% |
| 3M | -2.2% | +14.7% | -16.9% | -7.1% |
| 6M | +14.0% | -70.6% | +84.6% | +32.9% |
| YTD | -12.8% | -65.2% | +52.4% | -3.8% |
| 1Y | -17.5% | -73.2% | +55.7% | -4.5% |
| 3Y | +720.5% | -80.8% | +801.3% | +844.1% |
| 5Y | +496.1% | -94.8% | +590.9% | +965.3% |
| All | +496.1% | -94.7% | +590.9% | +965.3% |
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