-86.5%
HTZ vs NVMI
+193.5%
-280.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.5% | -4.2% | +0.5% |
| 7D | +7.5% | +6.6% | +0.9% | +6.4% |
| 30D | +47.4% | -7.5% | +55.0% | +48.8% |
| 3M | -54.9% | -28.5% | -26.4% | -52.8% |
| 6M | -47.0% | -15.7% | -31.3% | -45.7% |
| YTD | -55.3% | +13.3% | -68.6% | -55.4% |
| 1Y | -57.6% | +48.3% | -105.9% | -58.9% |
| All | -86.5% | +193.5% | -280.0% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 3y: compounded portfolio wealth divided by compounded NVMI 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…
3y analysis · Full analysis span regression · 6 months rolling