+113.1%
NI vs HTZ
-93.6%
+206.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.3% | -8.8% | +0.3% |
| 7D | +0.6% | -27.4% | +28.0% | +1.5% |
| 30D | +11.2% | -11.4% | +22.6% | +11.5% |
| 3M | +9.2% | -33.1% | +42.2% | +10.1% |
| 6M | -1.8% | -73.5% | +71.7% | +1.2% |
| YTD | +12.0% | -68.1% | +80.1% | +14.3% |
| 1Y | +6.4% | -74.3% | +80.7% | +9.4% |
| 3Y | +99.4% | -80.9% | +180.3% | +104.8% |
| 5Y | +113.1% | -93.8% | +206.9% | +134.4% |
| All | +113.1% | -93.6% | +206.8% | +134.4% |
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 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