+1,119.4%
NBIS vs HTZ
-30.0%
+1,149.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -5.0% | +12.7% | +8.4% |
| 7D | +22.2% | -2.5% | +24.7% | +22.5% |
| 30D | +29.7% | -3.7% | +33.5% | +30.4% |
| 3M | +11.9% | -57.0% | +68.9% | +22.9% |
| 6M | +173.0% | -47.0% | +220.0% | +188.8% |
| YTD | +191.4% | -57.5% | +248.8% | +217.0% |
| 1Y | +280.7% | -63.5% | +344.2% | +318.9% |
| All | +1,119.4% | -30.0% | +1,149.4% | +1,130.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling