+28.0%
NBIS vs HTZ
-60.6%
+88.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +9.2% | -15.9% | -8.4% |
| 7D | -22.4% | +18.9% | -41.3% | -25.0% |
| 30D | -39.1% | +26.3% | -65.4% | -42.0% |
| 3M | -37.3% | +49.7% | -87.0% | -41.3% |
| 6M | -19.8% | -61.1% | +41.3% | -3.9% |
| YTD | +69.1% | -56.0% | +125.1% | +90.6% |
| 1Y | +28.0% | -66.4% | +94.4% | +50.5% |
| All | +28.0% | -60.6% | +88.7% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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