-98.6%
NVD vs HTZ
-91.1%
-7.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -6.1% | +15.1% | +8.9% |
| 7D | +17.0% | -14.0% | +31.0% | +16.7% |
| 30D | +77.3% | -19.8% | +97.1% | +76.5% |
| 3M | +61.6% | -45.0% | +106.6% | +60.7% |
| 6M | +40.7% | -73.2% | +113.9% | +40.0% |
| YTD | -10.5% | -70.0% | +59.5% | -11.1% |
| 1Y | -6.1% | -75.7% | +69.6% | -6.5% |
| 3Y | -98.4% | -82.1% | -16.4% | -98.4% |
| All | -98.6% | -91.1% | -7.5% | -98.8% |
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 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