-66.4%
HTZ vs NTR
+36.7%
-103.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.0% | +5.2% | +9.4% |
| 7D | +18.9% | +4.3% | +14.6% | +19.3% |
| 30D | +26.3% | +2.6% | +23.7% | +26.4% |
| 3M | +49.7% | +8.5% | +41.1% | +51.8% |
| 6M | -61.1% | -3.3% | -57.8% | -61.1% |
| YTD | -56.0% | +19.6% | -75.6% | -56.9% |
| 1Y | -66.4% | +37.6% | -104.0% | -68.4% |
| All | -66.4% | +36.7% | -103.1% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling