-91.6%
HTZ vs NVMI
+188.7%
-280.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.4% | +11.6% | +9.8% |
| 7D | +18.9% | -11.8% | +30.7% | +22.7% |
| 30D | +26.3% | -24.8% | +51.1% | +35.6% |
| 3M | +49.7% | -28.6% | +78.2% | +62.0% |
| 6M | -61.1% | -40.0% | -21.1% | -56.4% |
| YTD | -56.0% | -10.1% | -46.0% | -55.8% |
| 1Y | -66.4% | -9.8% | -56.7% | -66.3% |
| 3Y | -75.8% | +194.1% | -269.9% | -86.8% |
| 5Y | -93.1% | +138.7% | -231.7% | -95.9% |
| All | -91.6% | +188.7% | -280.3% | -95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling