-94.0%
HTZ vs PSLV
+79.9%
-173.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -1.9% |
| 7D | -8.5% | -6.3% | -2.2% | -6.6% |
| 30D | -18.9% | -12.7% | -6.2% | -15.5% |
| 3M | -36.0% | -24.7% | -11.3% | -30.6% |
| 6M | -74.6% | -44.6% | -30.0% | -70.1% |
| YTD | -70.8% | -33.3% | -37.5% | -69.0% |
| 1Y | -75.3% | -8.6% | -66.7% | -76.4% |
| 3Y | -81.6% | +108.2% | -189.8% | -87.5% |
| All | -94.0% | +79.9% | -173.9% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling