+103.2%
NRG vs HTZ
-82.6%
+185.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -8.4% | +18.0% | +10.0% |
| 7D | -7.6% | -14.6% | +7.0% | -7.2% |
| 30D | -18.3% | -20.8% | +2.5% | -17.7% |
| 3M | -25.5% | -18.8% | -6.7% | -25.2% |
| 6M | -40.9% | -74.7% | +33.8% | -38.0% |
| YTD | -43.7% | -68.1% | +24.4% | -41.9% |
| 1Y | -47.3% | -73.5% | +26.2% | -45.2% |
| 3Y | +103.2% | -81.8% | +185.0% | +104.6% |
| All | +103.2% | -82.6% | +185.7% | +104.6% |
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 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