-86.5%
HTZ vs NVS
+78.3%
-164.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +2.4% |
| 7D | +7.5% | +4.0% | +3.5% | +4.9% |
| 30D | +47.4% | +3.6% | +43.8% | +44.3% |
| 3M | -54.9% | +7.8% | -62.7% | -57.2% |
| 6M | -47.0% | -0.2% | -46.8% | -47.4% |
| YTD | -55.3% | +19.6% | -74.8% | -59.9% |
| 1Y | -57.6% | +28.4% | -86.0% | -63.6% |
| All | -86.5% | +78.3% | -164.8% | -90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling