+169.8%
NOK vs HTZ
-86.4%
+256.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.3% | +2.6% |
| 7D | -1.8% | +7.5% | -9.2% | -2.2% |
| 30D | +4.7% | +47.4% | -42.7% | +1.9% |
| 3M | -39.7% | -54.9% | +15.3% | -38.0% |
| 6M | +23.1% | -47.0% | +70.1% | +25.6% |
| YTD | +55.0% | -55.3% | +110.3% | +59.1% |
| 1Y | +118.0% | -57.6% | +175.7% | +123.2% |
| All | +169.8% | -86.4% | +256.3% | +202.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling