+11.4%
NEE vs HTZ
-60.6%
+72.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.2% | -4.3% | +4.8% |
| 7D | +9.2% | +18.9% | -9.8% | +9.0% |
| 30D | +16.0% | +26.3% | -10.3% | +15.7% |
| 3M | +2.2% | +49.7% | -47.5% | +1.9% |
| 6M | -6.0% | -61.1% | +55.1% | -4.6% |
| YTD | +12.6% | -56.0% | +68.6% | +13.6% |
| 1Y | +11.4% | -66.4% | +77.8% | +14.7% |
| All | +11.4% | -60.6% | +72.0% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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