+117.1%
NI vs HTZ
-92.6%
+209.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.1% |
| 7D | +0.4% | -16.4% | +16.9% | +0.9% |
| 30D | +11.3% | -15.1% | +26.4% | +11.7% |
| 3M | +6.5% | -28.2% | +34.7% | +7.1% |
| 6M | -2.3% | -73.1% | +70.8% | +0.4% |
| YTD | +10.8% | -68.3% | +79.1% | +12.9% |
| 1Y | +6.2% | -75.2% | +81.5% | +9.0% |
| 3Y | +98.7% | -81.1% | +179.8% | +102.3% |
| 5Y | +111.3% | -95.0% | +206.3% | +121.3% |
| All | +117.1% | -92.6% | +209.7% | +129.4% |
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