-49.7%
NRG vs HTZ
-60.6%
+10.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +9.2% | -22.7% | -13.9% |
| 7D | -13.7% | +18.9% | -32.7% | -14.6% |
| 30D | -13.6% | +26.3% | -39.8% | -14.8% |
| 3M | -28.5% | +49.7% | -78.2% | -30.4% |
| 6M | -45.8% | -61.1% | +15.3% | -43.7% |
| YTD | -46.9% | -56.0% | +9.1% | -46.3% |
| 1Y | -49.7% | -66.4% | +16.7% | -46.9% |
| All | -49.7% | -60.6% | +10.9% | -46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling