-14.0%
ADSK vs HTZ
-76.0%
+62.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | -0.1% |
| 7D | -3.6% | -14.0% | +10.4% | -3.4% |
| 30D | +12.6% | -19.8% | +32.4% | +12.9% |
| 3M | +4.0% | -45.0% | +49.0% | +3.7% |
| 6M | +10.5% | -73.2% | +83.7% | +9.9% |
| YTD | -12.3% | -70.0% | +57.7% | -14.8% |
| 1Y | -14.0% | -75.7% | +61.7% | -14.7% |
| All | -14.0% | -76.0% | +62.0% | -14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling