+27.5%
PLD vs HTZ
-89.7%
+117.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +9.2% | -7.4% | +1.0% |
| 7D | +4.9% | +18.9% | -14.0% | +3.3% |
| 30D | +2.6% | +26.3% | -23.7% | +0.2% |
| 3M | -4.8% | +49.7% | -54.4% | -9.4% |
| 6M | -3.9% | -61.1% | +57.2% | +2.2% |
| YTD | +5.3% | -56.0% | +61.3% | +9.7% |
| 1Y | +9.3% | -66.4% | +75.7% | +16.6% |
| 3Y | +35.8% | -75.8% | +111.6% | +41.4% |
| 5Y | +2.9% | -93.1% | +96.0% | +17.2% |
| All | +27.5% | -89.7% | +117.2% | +45.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling