+71.3%
PAAS vs HTZ
-94.7%
+166.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -20.8% | +18.6% | -0.2% |
| 7D | -0.4% | -7.7% | +7.3% | +0.2% |
| 30D | -11.6% | -13.1% | +1.5% | -10.8% |
| 3M | -15.6% | +14.7% | -30.3% | -17.5% |
| 6M | -19.1% | -70.6% | +51.5% | -11.8% |
| YTD | -20.9% | -65.2% | +44.2% | -15.6% |
| 1Y | +21.3% | -73.2% | +94.5% | +31.9% |
| 3Y | +177.4% | -80.8% | +258.2% | +196.6% |
| 5Y | +71.3% | -94.8% | +166.1% | +103.3% |
| All | +71.3% | -94.7% | +166.1% | +103.3% |
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