+98.1%
NI vs HTZ
-89.5%
+187.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -0.7% |
| 7D | +2.0% | +7.5% | -5.5% | +1.8% |
| 30D | -3.5% | +47.4% | -51.0% | -4.8% |
| 3M | -9.1% | -54.9% | +45.8% | -7.8% |
| 6M | -11.8% | -47.0% | +35.2% | -11.2% |
| YTD | +1.1% | -55.3% | +56.3% | +2.2% |
| 1Y | +6.7% | -57.6% | +64.3% | +7.7% |
| 3Y | +71.1% | -86.6% | +157.7% | +78.4% |
| 5Y | +94.3% | -86.1% | +180.4% | +102.1% |
| All | +98.1% | -89.5% | +187.6% | +107.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling