+43.5%
PNC vs HTZ
-92.5%
+136.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.4% | +7.8% | +0.1% |
| 7D | -1.1% | -14.6% | +13.5% | 0.0% |
| 30D | +4.5% | -20.8% | +25.2% | +6.2% |
| 3M | -10.0% | -18.8% | +8.8% | -9.4% |
| 6M | +3.1% | -74.7% | +77.8% | +13.6% |
| YTD | +11.5% | -68.1% | +79.6% | +19.0% |
| 1Y | +27.3% | -73.5% | +100.8% | +37.9% |
| 3Y | +106.4% | -81.8% | +188.2% | +119.4% |
| 5Y | +31.1% | -95.2% | +126.4% | +58.8% |
| All | +43.5% | -92.5% | +136.0% | +71.5% |
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