+479.4%
NBIS vs HTZ
-51.9%
+531.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -2.6% | -7.3% | -9.5% |
| 7D | -10.5% | -8.5% | -2.0% | -8.9% |
| 30D | -37.7% | -18.9% | -18.8% | -35.5% |
| 3M | -54.6% | -36.0% | -18.5% | -51.5% |
| 6M | -44.1% | -74.6% | +30.5% | -33.7% |
| YTD | +38.4% | -70.8% | +109.3% | +59.5% |
| 1Y | +30.7% | -75.3% | +106.0% | +53.5% |
| All | +479.4% | -51.9% | +531.3% | +519.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling