+56.9%
PPL vs HTZ
-76.0%
+132.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.2% | -9.2% | -0.1% |
| 7D | +1.8% | +18.9% | -17.2% | +1.6% |
| 30D | +8.4% | +26.3% | -17.9% | +8.1% |
| 3M | +2.4% | +49.7% | -47.3% | +1.7% |
| 6M | -4.0% | -61.1% | +57.2% | -3.1% |
| YTD | +4.5% | -56.0% | +60.5% | +4.9% |
| 1Y | +1.7% | -66.4% | +68.1% | +2.6% |
| All | +56.9% | -76.0% | +132.8% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling