-57.6%
HTZ vs NTRS
+46.5%
-104.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.8% | +1.6% |
| 7D | +7.5% | -0.1% | +7.6% | +7.5% |
| 30D | +47.4% | +1.2% | +46.2% | +46.3% |
| 3M | -54.9% | +8.3% | -63.2% | -56.8% |
| 6M | -47.0% | +30.0% | -77.0% | -54.3% |
| YTD | -55.3% | +38.0% | -93.3% | -62.3% |
| 1Y | -57.6% | +47.4% | -105.0% | -65.1% |
| All | -57.6% | +46.5% | -104.1% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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