+59.7%
PAAS vs HTZ
-92.5%
+152.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.4% | +9.8% | +2.2% |
| 7D | +8.4% | -14.6% | +23.0% | +9.7% |
| 30D | -7.2% | -20.8% | +13.6% | -5.6% |
| 3M | -14.0% | -18.8% | +4.8% | -13.0% |
| 6M | -26.8% | -74.7% | +47.9% | -19.5% |
| YTD | -19.8% | -68.1% | +48.3% | -14.0% |
| 1Y | +22.8% | -73.5% | +96.3% | +33.3% |
| 3Y | +183.6% | -81.8% | +265.5% | +200.3% |
| 5Y | +73.8% | -95.2% | +169.1% | +100.9% |
| All | +59.7% | -92.5% | +152.2% | +86.1% |
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