-75.4%
NKE vs HTZ
-95.4%
+20.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -8.4% | +5.9% | -1.8% |
| 7D | -0.2% | -14.6% | +14.4% | +0.9% |
| 30D | +12.3% | -20.8% | +33.1% | +14.1% |
| 3M | -7.1% | -18.8% | +11.7% | -6.6% |
| 6M | -10.3% | -74.7% | +64.4% | -1.6% |
| YTD | -37.8% | -68.1% | +30.3% | -33.9% |
| 1Y | -35.6% | -73.5% | +37.9% | -30.5% |
| 3Y | -61.4% | -81.8% | +20.4% | -58.5% |
| All | -75.4% | -95.4% | +20.0% | -68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling