+33.9%
NXPI vs HTZ
-94.3%
+128.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -8.0% | +10.0% | +3.1% |
| 7D | -0.5% | -27.5% | +27.1% | +3.6% |
| 30D | +15.0% | -21.9% | +36.8% | +18.3% |
| 3M | +12.6% | -29.2% | +41.8% | +16.3% |
| 6M | -10.6% | -75.2% | +64.6% | +3.7% |
| YTD | +22.1% | -70.8% | +92.9% | +36.2% |
| 1Y | +29.8% | -76.1% | +105.9% | +48.6% |
| 3Y | +47.8% | -82.5% | +130.3% | +64.5% |
| 5Y | +33.9% | -94.1% | +127.9% | +91.3% |
| All | +33.9% | -94.3% | +128.1% | +91.3% |
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