-57.9%
ADBE vs HTZ
-91.9%
+34.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -20.8% | +20.0% | +0.4% |
| 7D | -0.7% | -7.7% | +7.1% | -0.4% |
| 30D | +3.5% | -13.1% | +16.6% | +4.1% |
| 3M | -5.0% | +14.7% | -19.7% | -7.0% |
| 6M | -3.6% | -70.6% | +67.0% | +2.5% |
| YTD | -29.6% | -65.2% | +35.6% | -26.8% |
| 1Y | -26.6% | -73.2% | +46.6% | -22.1% |
| 3Y | -56.3% | -80.8% | +24.5% | -54.1% |
| 5Y | -62.8% | -94.8% | +32.0% | -56.2% |
| All | -57.9% | -91.9% | +34.0% | -49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling