+4.3%
NVT vs HTZ
-76.0%
+80.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.1% | +5.0% | -0.5% |
| 7D | +17.4% | -14.0% | +31.4% | +18.9% |
| 30D | -28.4% | -19.8% | -8.6% | -27.0% |
| 3M | -32.4% | -45.0% | +12.6% | -29.0% |
| 6M | -32.2% | -73.2% | +41.1% | -24.3% |
| YTD | +14.0% | -70.0% | +84.0% | +22.3% |
| 1Y | +4.3% | -75.7% | +80.0% | +15.2% |
| All | +4.3% | -76.0% | +80.3% | +15.2% |
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