+45.4%
PAAS vs HTZ
-93.2%
+138.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.3% |
| 7D | -8.9% | -8.5% | -0.4% | -8.2% |
| 30D | -11.4% | -18.9% | +7.5% | -10.1% |
| 3M | -20.4% | -36.0% | +15.6% | -17.7% |
| 6M | -40.7% | -74.6% | +33.9% | -34.8% |
| YTD | -26.9% | -70.8% | +43.9% | -21.0% |
| 1Y | -3.1% | -75.3% | +72.2% | +5.9% |
| 3Y | +199.3% | -81.6% | +280.8% | +215.7% |
| 5Y | +48.3% | -94.4% | +142.7% | +71.8% |
| All | +45.4% | -93.2% | +138.6% | +70.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling