-94.0%
HTZ vs NTR
+19.8%
-113.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -8.5% | -0.3% | -8.2% | -8.4% |
| 30D | -18.9% | +2.0% | -20.9% | -19.5% |
| 3M | -36.0% | +6.4% | -42.4% | -37.5% |
| 6M | -74.6% | +1.6% | -76.2% | -74.9% |
| YTD | -70.8% | +18.2% | -89.0% | -73.5% |
| 1Y | -75.3% | +23.9% | -99.2% | -78.1% |
| 3Y | -81.6% | +44.7% | -126.2% | -85.3% |
| All | -94.0% | +19.8% | -113.8% | -95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling