+41.6%
PSA vs HTZ
-92.6%
+134.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | +1.5% | -16.4% | +17.9% | +2.4% |
| 30D | +16.7% | -15.1% | +31.8% | +17.5% |
| 3M | +4.0% | -28.2% | +32.2% | +5.3% |
| 6M | +10.9% | -73.1% | +83.9% | +18.2% |
| YTD | +34.2% | -68.3% | +102.5% | +40.8% |
| 1Y | +26.6% | -75.2% | +101.9% | +34.9% |
| 3Y | +54.7% | -81.1% | +135.9% | +61.3% |
| 5Y | +30.0% | -95.0% | +125.0% | +44.8% |
| All | +41.6% | -92.6% | +134.2% | +58.0% |
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