-76.1%
HTZ vs NTR
+29.5%
-105.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.8% | -8.0% |
| 7D | -27.5% | +4.1% | -31.6% | -27.4% |
| 30D | -21.9% | +7.0% | -28.8% | -21.6% |
| 3M | -29.2% | +9.7% | -38.9% | -28.4% |
| 6M | -75.2% | +7.4% | -82.6% | -75.0% |
| YTD | -70.8% | +19.8% | -90.6% | -71.9% |
| 1Y | -76.1% | +25.4% | -101.5% | -77.3% |
| All | -76.1% | +29.5% | -105.7% | -77.3% |
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