+55.6%
PAAS vs HTZ
-93.6%
+149.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +9.3% | -10.7% | -2.3% |
| 7D | -5.2% | -27.4% | +22.3% | -2.5% |
| 30D | -13.9% | -11.4% | -2.6% | -13.3% |
| 3M | -23.8% | -33.1% | +9.3% | -21.4% |
| 6M | -36.4% | -73.5% | +37.1% | -30.0% |
| YTD | -23.4% | -68.1% | +44.7% | -17.5% |
| 1Y | +5.6% | -74.3% | +79.9% | +15.6% |
| 3Y | +209.7% | -80.9% | +290.6% | +231.0% |
| 5Y | +55.6% | -93.8% | +149.4% | +88.6% |
| All | +55.6% | -93.6% | +149.2% | +88.6% |
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