+202.1%
ABBV vs HTZ
-93.6%
+295.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +9.3% | -9.0% | +0.2% |
| 7D | +0.1% | -27.4% | +27.5% | +0.5% |
| 30D | +5.6% | -11.4% | +16.9% | +5.7% |
| 3M | +18.7% | -33.1% | +51.7% | +19.2% |
| 6M | +47.4% | -73.5% | +120.9% | +50.1% |
| YTD | +33.0% | -68.1% | +101.1% | +34.7% |
| 1Y | +34.9% | -74.3% | +109.2% | +37.1% |
| 3Y | +135.2% | -80.9% | +216.1% | +139.5% |
| 5Y | +202.1% | -93.8% | +295.9% | +213.2% |
| All | +202.1% | -93.6% | +295.7% | +213.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling