-26.4%
NOW vs HTZ
-95.4%
+69.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.0% | +0.3% |
| 7D | -3.0% | -14.6% | +11.6% | -1.8% |
| 30D | -26.0% | -20.8% | -5.3% | -24.8% |
| 3M | -13.1% | -18.8% | +5.7% | -12.5% |
| 6M | +14.5% | -74.7% | +89.2% | +26.1% |
| YTD | -33.4% | -68.1% | +34.7% | -29.2% |
| 1Y | -40.6% | -73.5% | +32.9% | -35.7% |
| 3Y | -16.3% | -81.8% | +65.5% | -10.9% |
| All | -26.4% | -95.4% | +69.0% | +6.6% |
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