-86.4%
HTZ vs PSLV
+153.8%
-240.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.7% |
| 7D | +7.5% | -0.6% | +8.1% | +7.6% |
| 30D | +47.4% | +7.3% | +40.2% | +44.2% |
| 3M | -54.9% | -7.4% | -47.5% | -54.0% |
| 6M | -47.0% | -20.3% | -26.7% | -44.3% |
| YTD | -55.3% | -8.2% | -47.0% | -56.6% |
| 1Y | -57.6% | +57.9% | -115.6% | -65.9% |
| 3Y | -86.6% | +162.1% | -248.7% | -91.2% |
| All | -86.4% | +153.8% | -240.2% | -91.7% |
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 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