+54.9%
PNC vs HTZ
-89.5%
+144.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | +0.1% |
| 7D | +1.4% | +7.5% | -6.1% | +0.7% |
| 30D | -3.8% | +47.4% | -51.3% | -7.9% |
| 3M | +9.0% | -54.9% | +63.9% | +14.6% |
| 6M | +16.6% | -47.0% | +63.7% | +19.7% |
| YTD | +20.4% | -55.3% | +75.7% | +25.4% |
| 1Y | +22.3% | -57.6% | +80.0% | +26.5% |
| 3Y | +124.5% | -86.6% | +211.1% | +158.8% |
| 5Y | +54.1% | -86.1% | +140.2% | +70.9% |
| All | +54.9% | -89.5% | +144.5% | +80.8% |
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