+0.7%
NVO vs HTZ
-87.1%
+87.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.3% | +3.9% | -1.2% |
| 7D | -4.7% | -10.4% | +5.7% | -4.5% |
| 30D | -5.4% | -2.4% | -3.1% | -5.5% |
| 3M | +7.0% | -60.9% | +67.8% | +8.2% |
| 6M | +17.6% | -50.2% | +67.8% | +18.4% |
| YTD | -8.0% | -59.7% | +51.7% | -7.2% |
| 1Y | -13.8% | -66.0% | +52.2% | -12.9% |
| 3Y | -50.3% | -87.1% | +36.8% | -47.5% |
| 5Y | +0.7% | -86.9% | +87.5% | +7.9% |
| All | +0.7% | -87.1% | +87.8% | +7.9% |
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