-47.0%
HTZ vs NVMI
-13.9%
-33.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.5% | -4.2% | -0.3% |
| 7D | +7.5% | +6.6% | +0.9% | +5.4% |
| 30D | +47.4% | -7.5% | +55.0% | +50.0% |
| 3M | -54.9% | -28.5% | -26.4% | -50.4% |
| 6M | -47.0% | -15.7% | -31.3% | -45.1% |
| All | -47.0% | -13.9% | -33.1% | -45.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling