-59.4%
ADBE vs HTZ
-92.6%
+33.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | -5.6% | -16.4% | +10.8% | -4.8% |
| 30D | -2.0% | -15.1% | +13.1% | -1.3% |
| 3M | -10.5% | -28.2% | +17.7% | -9.5% |
| 6M | -6.2% | -73.1% | +66.8% | +0.3% |
| YTD | -32.2% | -68.3% | +36.1% | -29.1% |
| 1Y | -27.4% | -75.2% | +47.8% | -22.7% |
| 3Y | -58.9% | -81.1% | +22.2% | -57.3% |
| 5Y | -64.5% | -95.0% | +30.5% | -57.8% |
| All | -59.4% | -92.6% | +33.2% | -51.4% |
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