-84.5%
HTZ vs NVDX
+507.9%
-592.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +5.1% | -13.5% | -8.5% |
| 7D | -14.6% | -18.2% | +3.6% | -14.3% |
| 30D | -20.8% | -40.2% | +19.5% | -20.3% |
| 3M | -18.8% | -32.6% | +13.8% | -18.4% |
| 6M | -74.7% | -30.6% | -44.1% | -74.5% |
| YTD | -68.1% | -22.3% | -45.8% | -67.9% |
| 1Y | -73.5% | -27.1% | -46.4% | -73.3% |
| 3Y | -81.8% | +441.8% | -523.6% | -83.6% |
| All | -84.5% | +507.9% | -592.4% | -86.6% |
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