+119.0%
PAAS vs HTZ
-85.9%
+204.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.5% |
| 7D | -2.9% | +7.5% | -10.4% | -3.6% |
| 30D | +6.8% | +47.4% | -40.6% | +2.6% |
| 3M | -2.9% | -54.9% | +52.0% | +2.1% |
| 6M | -16.4% | -47.0% | +30.6% | -13.6% |
| YTD | 0.0% | -55.3% | +55.3% | +4.6% |
| 1Y | +54.3% | -57.6% | +112.0% | +60.6% |
| 3Y | +230.7% | -86.6% | +317.3% | +268.7% |
| All | +119.0% | -85.9% | +204.8% | +145.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling