+25.8%
PSA vs HTZ
-86.4%
+112.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.3% |
| 7D | -3.7% | +7.5% | -11.1% | -4.0% |
| 30D | -7.7% | +47.4% | -55.2% | -10.2% |
| 3M | -0.6% | -54.9% | +54.3% | +2.8% |
| 6M | -0.9% | -47.0% | +46.1% | +1.1% |
| YTD | +18.7% | -55.3% | +73.9% | +22.2% |
| 1Y | +7.6% | -57.6% | +65.3% | +10.5% |
| All | +25.8% | -86.4% | +112.2% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling