-91.9%
HTZ vs NBIX
+59.4%
-151.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.9% |
| 7D | -2.5% | -1.0% | -1.4% | -2.2% |
| 30D | -3.7% | -5.1% | +1.3% | -2.4% |
| 3M | -57.0% | -4.9% | -52.1% | -56.8% |
| 6M | -47.0% | +21.1% | -68.0% | -51.2% |
| YTD | -57.5% | +9.4% | -66.9% | -59.6% |
| 1Y | -63.5% | +7.9% | -71.3% | -65.3% |
| 3Y | -86.3% | +42.0% | -128.3% | -88.8% |
| 5Y | -86.8% | +63.7% | -150.5% | -90.0% |
| All | -91.9% | +59.4% | -151.3% | -93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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