+37.5%
NVTS vs HTZ
-86.4%
+124.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +5.0% | +5.9% |
| 7D | +2.7% | +7.5% | -4.8% | +0.4% |
| 30D | -4.5% | +47.4% | -51.9% | -17.9% |
| 3M | -61.5% | -54.9% | -6.6% | -53.3% |
| 6M | +28.0% | -47.0% | +75.0% | +44.1% |
| YTD | +65.3% | -55.3% | +120.5% | +95.8% |
| 1Y | +113.0% | -57.6% | +170.6% | +141.4% |
| All | +37.5% | -86.4% | +124.0% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling