-94.4%
HTZ vs NBIX
+72.0%
-166.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.2% |
| 7D | -8.5% | +1.7% | -10.2% | -8.9% |
| 30D | -18.9% | +23.2% | -42.1% | -23.8% |
| 3M | -36.0% | +11.0% | -47.0% | -38.1% |
| 6M | -74.6% | +3.8% | -78.3% | -75.2% |
| YTD | -70.8% | +18.0% | -88.8% | -72.9% |
| 1Y | -75.3% | +16.1% | -91.4% | -77.0% |
| 3Y | -81.6% | +51.8% | -133.4% | -85.2% |
| 5Y | -94.4% | +90.2% | -184.7% | -95.9% |
| All | -94.4% | +72.0% | -166.5% | -95.8% |
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