-85.8%
HTZ vs NVDX
+357.5%
-443.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.0% | +1.4% | -2.5% |
| 7D | -8.5% | -24.7% | +16.2% | -7.9% |
| 30D | -18.9% | -48.2% | +29.2% | -18.0% |
| 3M | -36.0% | -51.9% | +15.8% | -35.3% |
| 6M | -74.6% | -55.6% | -18.9% | -74.3% |
| YTD | -70.8% | -41.5% | -29.3% | -70.4% |
| 1Y | -75.3% | -44.0% | -31.3% | -75.0% |
| 3Y | -81.6% | +262.2% | -343.8% | -82.6% |
| All | -85.8% | +357.5% | -443.4% | -87.7% |
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