-2.8%
ABNB vs HTZ
-94.3%
+91.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.0% | +6.2% | -0.8% |
| 7D | +11.9% | -27.5% | +39.5% | +16.0% |
| 30D | +12.7% | -21.9% | +34.6% | +15.4% |
| 3M | +1.2% | -29.2% | +30.4% | +3.9% |
| 6M | +32.1% | -75.2% | +107.3% | +51.3% |
| YTD | +37.7% | -70.8% | +108.5% | +51.3% |
| 1Y | +55.5% | -76.1% | +131.6% | +75.7% |
| 3Y | +58.2% | -82.5% | +140.7% | +74.6% |
| 5Y | -2.8% | -94.1% | +91.3% | +61.0% |
| All | -2.8% | -94.3% | +91.5% | +61.0% |
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 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