-78.3%
HTZ vs NVDX
+871.3%
-949.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.3% |
| 7D | +7.5% | +11.6% | -4.1% | +7.5% |
| 30D | +47.4% | +7.5% | +39.9% | +47.4% |
| 3M | -54.9% | +2.1% | -57.0% | -54.9% |
| 6M | -47.0% | +35.5% | -82.5% | -46.9% |
| YTD | -55.3% | +24.1% | -79.4% | -55.2% |
| 1Y | -57.6% | +33.0% | -90.6% | -57.6% |
| All | -78.3% | +871.3% | -949.6% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 5y: compounded portfolio wealth divided by compounded NVDX 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…
5y analysis · Full analysis span regression · 6 months rolling