+182.6%
ABBV vs HTZ
-85.9%
+268.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.8% | -1.5% |
| 7D | +0.4% | +7.5% | -7.1% | +0.3% |
| 30D | +4.2% | +47.4% | -43.3% | +3.4% |
| 3M | +14.8% | -54.9% | +69.7% | +16.0% |
| 6M | +10.3% | -47.0% | +57.3% | +10.9% |
| YTD | +14.9% | -55.3% | +70.1% | +15.9% |
| 1Y | +24.1% | -57.6% | +81.8% | +25.1% |
| 3Y | +91.9% | -86.6% | +178.5% | +95.7% |
| All | +182.6% | -85.9% | +268.5% | +182.6% |
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