+18.3%
NOW vs HTZ
-86.4%
+104.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.0% |
| 7D | -2.4% | +7.5% | -9.9% | -2.6% |
| 30D | +20.5% | +47.4% | -26.9% | +19.2% |
| 3M | +18.3% | -54.9% | +73.2% | +20.2% |
| 6M | +24.1% | -47.0% | +71.1% | +25.1% |
| YTD | -7.8% | -55.3% | +47.5% | -6.6% |
| 1Y | -21.4% | -57.6% | +36.2% | -20.5% |
| All | +18.3% | -86.4% | +104.7% | +19.4% |
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