+19.5%
NXPI vs HTZ
-94.7%
+114.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -20.8% | +13.0% | -4.9% |
| 7D | -8.1% | -7.7% | -0.4% | -7.3% |
| 30D | 0.0% | -13.1% | +13.1% | +1.6% |
| 3M | +6.2% | +14.7% | -8.5% | +2.3% |
| 6M | -15.7% | -70.6% | +54.9% | -4.4% |
| YTD | +14.1% | -65.2% | +79.3% | +24.5% |
| 1Y | +18.2% | -73.2% | +91.4% | +33.5% |
| 3Y | +42.0% | -80.8% | +122.8% | +57.9% |
| 5Y | +19.5% | -94.8% | +114.3% | +69.9% |
| All | +19.5% | -94.7% | +114.2% | +69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling