+287.6%
NVT vs HTZ
-92.6%
+380.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.6% | +8.3% | +7.8% |
| 7D | -7.5% | -16.4% | +8.9% | -6.1% |
| 30D | -31.5% | -15.1% | -16.4% | -30.7% |
| 3M | -30.4% | -28.2% | -2.2% | -28.9% |
| 6M | -32.5% | -73.1% | +40.6% | -26.1% |
| YTD | +12.9% | -68.3% | +81.2% | +20.7% |
| 1Y | +3.7% | -75.2% | +79.0% | +13.1% |
| 3Y | +135.8% | -81.1% | +216.9% | +147.8% |
| 5Y | +232.7% | -95.0% | +327.7% | +302.1% |
| All | +287.6% | -92.6% | +380.2% | +375.4% |
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 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