+3.6%
NVT vs HTZ
-60.6%
+64.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +9.2% | -21.9% | -13.4% |
| 7D | -19.5% | +18.9% | -38.4% | -20.7% |
| 30D | -32.4% | +26.3% | -58.7% | -34.0% |
| 3M | -30.3% | +49.7% | -80.0% | -33.7% |
| 6M | -30.4% | -61.1% | +30.7% | -25.1% |
| YTD | +11.3% | -56.0% | +67.4% | +15.4% |
| 1Y | +3.6% | -66.4% | +70.0% | +11.7% |
| All | +3.6% | -60.6% | +64.2% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling