+44.3%
NXPI vs HTZ
-93.2%
+137.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.5% |
| 7D | +6.8% | -8.5% | +15.3% | +7.9% |
| 30D | +20.0% | -18.9% | +39.0% | +22.7% |
| 3M | +14.8% | -36.0% | +50.9% | +20.5% |
| 6M | -10.5% | -74.6% | +64.1% | +2.6% |
| YTD | +23.7% | -70.8% | +94.5% | +37.3% |
| 1Y | +34.1% | -75.3% | +109.4% | +51.8% |
| 3Y | +51.2% | -81.6% | +132.8% | +62.8% |
| 5Y | +33.4% | -94.4% | +127.9% | +74.6% |
| All | +44.3% | -93.2% | +137.5% | +88.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling