+68.1%
NTAP vs HTZ
-60.6%
+128.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.2% | -10.8% | -2.1% |
| 7D | -16.1% | +18.9% | -35.0% | -16.9% |
| 30D | -15.9% | +26.3% | -42.2% | -17.0% |
| 3M | -1.2% | +49.7% | -50.9% | -4.6% |
| 6M | +70.1% | -61.1% | +131.2% | +77.9% |
| YTD | +77.9% | -56.0% | +134.0% | +81.4% |
| 1Y | +68.1% | -66.4% | +134.5% | +83.5% |
| All | +68.1% | -60.6% | +128.8% | +83.5% |
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 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