-80.2%
HTZ vs PSLV
+113.8%
-194.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.6% | -20.1% | -20.6% |
| 7D | -7.7% | -0.1% | -7.7% | -7.7% |
| 30D | -13.1% | -15.6% | +2.5% | -9.0% |
| 3M | +14.7% | -16.6% | +31.4% | +20.3% |
| 6M | -70.6% | -28.5% | -42.1% | -68.0% |
| YTD | -65.2% | -28.7% | -36.5% | -63.9% |
| 1Y | -73.2% | +5.8% | -79.0% | -75.4% |
| All | -80.2% | +113.8% | -194.0% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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