+246.8%
PR vs HTZ
-92.9%
+339.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +9.2% | -15.7% | -7.6% |
| 7D | -12.1% | +18.9% | -31.1% | -14.0% |
| 30D | +0.9% | +26.3% | -25.4% | -2.4% |
| 3M | +10.1% | +49.7% | -39.5% | +2.8% |
| 6M | +1.1% | -61.1% | +62.2% | +9.6% |
| YTD | +63.7% | -56.0% | +119.7% | +70.9% |
| 1Y | +87.0% | -66.4% | +153.4% | +102.5% |
| 3Y | +70.7% | -75.8% | +146.5% | +78.8% |
| 5Y | +246.8% | -93.1% | +339.9% | +389.4% |
| All | +246.8% | -92.9% | +339.7% | +389.4% |
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