-66.4%
HTZ vs NVS
+37.6%
-104.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.6% | +5.6% | +7.4% |
| 7D | +18.9% | +5.7% | +13.2% | +15.8% |
| 30D | +26.3% | +17.1% | +9.2% | +17.5% |
| 3M | +49.7% | +7.6% | +42.0% | +43.5% |
| 6M | -61.1% | +14.1% | -75.2% | -65.0% |
| YTD | -56.0% | +23.3% | -79.3% | -64.0% |
| 1Y | -66.4% | +36.0% | -102.4% | -75.4% |
| All | -66.4% | +37.6% | -104.1% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling