-73.5%
HTZ vs NVS
+32.7%
-106.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.4% | -8.8% | -8.6% |
| 7D | -14.6% | +1.1% | -15.7% | -14.8% |
| 30D | -20.8% | +13.4% | -34.2% | -25.0% |
| 3M | -18.8% | +5.4% | -24.2% | -21.1% |
| 6M | -74.7% | +9.6% | -84.3% | -76.4% |
| YTD | -68.1% | +21.5% | -89.6% | -73.8% |
| 1Y | -73.5% | +32.3% | -105.8% | -80.3% |
| All | -73.5% | +32.7% | -106.1% | -80.3% |
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