+74.5%
NVT vs HTZ
-65.3%
+139.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.3% | +2.8% | -2.1% |
| 7D | +7.0% | -10.4% | +17.4% | +7.7% |
| 30D | -2.3% | -2.4% | 0.0% | -2.5% |
| 3M | -3.1% | -60.9% | +57.8% | +2.0% |
| 6M | +47.0% | -50.2% | +97.3% | +51.1% |
| YTD | +56.2% | -59.7% | +115.9% | +62.6% |
| 1Y | +74.5% | -66.0% | +140.6% | +84.4% |
| All | +74.5% | -65.3% | +139.8% | +84.4% |
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