+51.8%
PNC vs HTZ
-90.6%
+142.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.3% | -0.5% |
| 7D | -0.7% | -10.4% | +9.7% | +0.2% |
| 30D | -4.4% | -2.4% | -2.0% | -4.7% |
| 3M | +4.5% | -60.9% | +65.4% | +11.3% |
| 6M | +19.1% | -50.2% | +69.3% | +22.7% |
| YTD | +18.0% | -59.7% | +77.8% | +24.0% |
| 1Y | +24.1% | -66.0% | +90.1% | +31.1% |
| 3Y | +130.0% | -87.1% | +217.1% | +164.3% |
| 5Y | +50.4% | -86.9% | +137.3% | +67.5% |
| All | +51.8% | -90.6% | +142.4% | +78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling