+465.3%
PWR vs HTZ
-91.9%
+557.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -20.8% | +8.5% | -10.6% |
| 7D | -19.9% | -7.7% | -12.1% | -19.3% |
| 30D | -29.3% | -13.1% | -16.1% | -28.6% |
| 3M | -25.5% | +14.7% | -40.2% | -27.2% |
| 6M | -34.0% | -70.6% | +36.6% | -28.6% |
| YTD | +20.7% | -65.2% | +85.9% | +27.8% |
| 1Y | +12.3% | -73.2% | +85.5% | +21.3% |
| 3Y | +201.9% | -80.8% | +282.7% | +222.6% |
| 5Y | +336.8% | -94.8% | +431.5% | +443.6% |
| All | +465.3% | -91.9% | +557.2% | +604.6% |
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