+7.7%
NVO vs HTZ
-92.5%
+100.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.4% | +8.4% | +0.2% |
| 7D | +0.8% | -14.6% | +15.4% | +1.1% |
| 30D | +5.4% | -20.8% | +26.1% | +5.9% |
| 3M | -11.2% | -18.8% | +7.6% | -10.9% |
| 6M | -10.8% | -74.7% | +63.9% | -9.2% |
| YTD | -16.8% | -68.1% | +51.3% | -15.7% |
| 1Y | -9.0% | -73.5% | +64.5% | -7.7% |
| 3Y | -56.5% | -81.8% | +25.3% | -55.3% |
| 5Y | -20.3% | -95.2% | +74.9% | -17.1% |
| All | +7.7% | -92.5% | +100.2% | +15.6% |
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