+22.0%
NXPI vs HTZ
-95.4%
+117.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.4% | +10.0% | +2.7% |
| 7D | -4.4% | -14.6% | +10.2% | -2.5% |
| 30D | +5.6% | -20.8% | +26.3% | +8.4% |
| 3M | +7.6% | -18.8% | +26.4% | +9.1% |
| 6M | -17.6% | -74.7% | +57.1% | -4.6% |
| YTD | +15.9% | -68.1% | +84.0% | +27.9% |
| 1Y | +22.4% | -73.5% | +95.9% | +38.3% |
| 3Y | +43.2% | -81.8% | +125.1% | +59.5% |
| All | +22.0% | -95.4% | +117.4% | +74.9% |
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