-73.5%
HTZ vs NTR
+34.1%
-107.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.0% | -7.4% | -8.4% |
| 7D | -14.6% | +3.0% | -17.6% | -14.5% |
| 30D | -20.8% | +2.2% | -22.9% | -20.7% |
| 3M | -18.8% | +7.9% | -26.7% | -17.8% |
| 6M | -74.7% | -1.5% | -73.2% | -74.6% |
| YTD | -68.1% | +18.6% | -86.7% | -69.2% |
| 1Y | -73.5% | +31.7% | -105.2% | -75.7% |
| All | -73.5% | +34.1% | -107.6% | -75.7% |
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