+78.6%
PR vs HTZ
-76.0%
+154.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +9.2% | -15.7% | -7.1% |
| 7D | -12.1% | +18.9% | -31.1% | -13.2% |
| 30D | +0.9% | +26.3% | -25.4% | -1.0% |
| 3M | +10.1% | +49.7% | -39.5% | +5.8% |
| 6M | +1.1% | -61.1% | +62.2% | +6.4% |
| YTD | +63.7% | -56.0% | +119.7% | +68.2% |
| 1Y | +87.0% | -66.4% | +153.4% | +96.8% |
| All | +78.6% | -76.0% | +154.5% | +79.2% |
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