+39.6%
PSA vs HTZ
-93.0%
+132.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | -0.3% |
| 7D | -2.1% | -14.0% | +11.9% | -1.3% |
| 30D | +15.6% | -19.8% | +35.4% | +16.8% |
| 3M | +4.1% | -45.0% | +49.1% | +7.2% |
| 6M | +9.2% | -73.2% | +82.4% | +16.4% |
| YTD | +32.3% | -70.0% | +102.3% | +39.2% |
| 1Y | +26.2% | -75.7% | +101.9% | +34.4% |
| 3Y | +53.7% | -82.1% | +135.7% | +60.5% |
| 5Y | +26.6% | -94.3% | +120.8% | +41.1% |
| All | +39.6% | -93.0% | +132.6% | +56.2% |
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