+223.9%
PR vs HTZ
-94.7%
+318.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -20.8% | +15.9% | -2.5% |
| 7D | -16.5% | -7.7% | -8.8% | -16.1% |
| 30D | -4.5% | -13.1% | +8.6% | -3.6% |
| 3M | +8.5% | +14.7% | -6.2% | +4.3% |
| 6M | -3.3% | -70.6% | +67.3% | +8.1% |
| YTD | +55.7% | -65.2% | +120.9% | +66.6% |
| 1Y | +82.0% | -73.2% | +155.2% | +101.8% |
| 3Y | +62.5% | -80.8% | +143.3% | +74.3% |
| 5Y | +223.9% | -94.8% | +318.7% | +382.2% |
| All | +223.9% | -94.7% | +318.7% | +382.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling