-58.4%
ADBE vs HTZ
-93.2%
+34.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | +2.1% |
| 7D | +1.6% | -8.5% | +10.1% | +2.1% |
| 30D | +1.0% | -18.9% | +19.9% | +2.0% |
| 3M | -10.1% | -36.0% | +25.9% | -8.2% |
| 6M | +3.0% | -74.6% | +77.5% | +10.4% |
| YTD | -30.5% | -70.8% | +40.3% | -27.1% |
| 1Y | -27.1% | -75.3% | +48.2% | -22.5% |
| 3Y | -58.8% | -81.6% | +22.7% | -57.5% |
| 5Y | -63.0% | -94.4% | +31.4% | -55.9% |
| All | -58.4% | -93.2% | +34.8% | -50.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling