+39.6%
NXPI vs HTZ
-92.6%
+132.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.4% |
| 7D | -0.3% | -16.4% | +16.1% | +1.8% |
| 30D | +12.7% | -15.1% | +27.8% | +14.7% |
| 3M | +7.5% | -28.2% | +35.6% | +10.7% |
| 6M | -12.3% | -73.1% | +60.7% | -0.1% |
| YTD | +19.7% | -68.3% | +88.0% | +31.6% |
| 1Y | +27.6% | -75.2% | +102.8% | +44.6% |
| 3Y | +50.0% | -81.1% | +131.1% | +62.0% |
| 5Y | +27.2% | -95.0% | +122.2% | +66.5% |
| All | +39.6% | -92.6% | +132.2% | +80.9% |
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