-54.4%
ADBE vs HTZ
-89.5%
+35.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.1% | -6.8% |
| 7D | -8.6% | +7.5% | -16.1% | -9.0% |
| 30D | +2.8% | +47.4% | -44.7% | -0.6% |
| 3M | +3.1% | -54.9% | +58.0% | +7.1% |
| 6M | -2.4% | -47.0% | +44.6% | -0.9% |
| YTD | -23.9% | -55.3% | +31.4% | -21.7% |
| 1Y | -22.6% | -57.6% | +35.0% | -20.9% |
| 3Y | -52.7% | -86.6% | +33.9% | -45.1% |
| 5Y | -60.0% | -86.1% | +26.1% | -52.4% |
| All | -54.4% | -89.5% | +35.1% | -46.4% |
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 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