+42.6%
PSA vs HTZ
-91.9%
+134.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -20.8% | +20.1% | +0.6% |
| 7D | +7.4% | -7.7% | +15.1% | +7.7% |
| 30D | +19.1% | -13.1% | +32.2% | +19.8% |
| 3M | +5.1% | +14.7% | -9.7% | +3.1% |
| 6M | +16.2% | -70.6% | +86.8% | +23.3% |
| YTD | +35.2% | -65.2% | +100.3% | +41.0% |
| 1Y | +27.1% | -73.2% | +100.3% | +34.7% |
| 3Y | +51.7% | -80.8% | +132.5% | +58.4% |
| 5Y | +31.8% | -94.8% | +126.6% | +46.1% |
| All | +42.6% | -91.9% | +134.4% | +58.3% |
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 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