-75.7%
HTZ vs NTR
+23.4%
-99.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -6.1% |
| 7D | -14.0% | -1.4% | -12.6% | -14.0% |
| 30D | -19.8% | +2.2% | -22.0% | -19.7% |
| 3M | -45.0% | +6.8% | -51.8% | -44.4% |
| 6M | -73.2% | +0.6% | -73.8% | -73.0% |
| YTD | -70.0% | +18.2% | -88.2% | -71.1% |
| 1Y | -75.7% | +21.3% | -97.0% | -76.8% |
| All | -75.7% | +23.4% | -99.1% | -76.8% |
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