+6.8%
NOW vs HTZ
-85.9%
+92.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.1% |
| 7D | -2.4% | +7.5% | -9.9% | -3.0% |
| 30D | +20.5% | +47.4% | -26.9% | +15.8% |
| 3M | +18.3% | -54.9% | +73.2% | +24.1% |
| 6M | +24.1% | -47.0% | +71.1% | +26.9% |
| YTD | -7.8% | -55.3% | +47.5% | -4.4% |
| 1Y | -21.4% | -57.6% | +36.2% | -19.1% |
| 3Y | +19.5% | -86.6% | +106.1% | +46.0% |
| All | +6.8% | -85.9% | +92.7% | +30.5% |
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