+593.4%
PWR vs HTZ
-89.5%
+683.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | +3.6% | +7.5% | -3.9% | +3.0% |
| 30D | -8.6% | +47.4% | -56.0% | -12.2% |
| 3M | -13.2% | -54.9% | +41.7% | -9.0% |
| 6M | +9.9% | -47.0% | +56.9% | +13.1% |
| YTD | +48.0% | -55.3% | +103.3% | +54.1% |
| 1Y | +66.2% | -57.6% | +123.8% | +72.0% |
| 3Y | +195.1% | -86.6% | +281.7% | +246.8% |
| 5Y | +442.6% | -86.1% | +528.7% | +512.7% |
| All | +593.4% | -89.5% | +683.0% | +749.7% |
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