+24.5%
NVO vs HTZ
-89.5%
+114.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -1.9% |
| 7D | +2.2% | +7.5% | -5.3% | +2.0% |
| 30D | +6.0% | +47.4% | -41.5% | +5.0% |
| 3M | +7.9% | -54.9% | +62.8% | +8.7% |
| 6M | +27.1% | -47.0% | +74.1% | +27.6% |
| YTD | -3.8% | -55.3% | +51.4% | -3.2% |
| 1Y | -12.8% | -57.6% | +44.8% | -12.3% |
| 3Y | -46.3% | -86.6% | +40.3% | -43.8% |
| 5Y | +3.6% | -86.1% | +89.7% | +9.6% |
| All | +24.5% | -89.5% | +114.0% | +32.8% |
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