+70.7%
NEE vs HTZ
-82.4%
+153.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | -0.1% |
| 7D | -2.1% | -8.5% | +6.4% | -1.9% |
| 30D | +8.6% | -18.9% | +27.5% | +9.0% |
| 3M | -0.3% | -36.0% | +35.7% | +0.4% |
| 6M | -8.9% | -74.6% | +65.7% | -6.8% |
| YTD | +8.3% | -70.8% | +79.2% | +10.2% |
| 1Y | +4.3% | -75.3% | +79.5% | +6.4% |
| 3Y | +70.7% | -81.6% | +152.3% | +81.1% |
| All | +70.7% | -82.4% | +153.1% | +81.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling