+147.5%
NTAP vs HTZ
-86.4%
+234.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | -0.8% | +7.5% | -8.2% | -1.1% |
| 30D | -0.5% | +47.4% | -48.0% | -2.9% |
| 3M | +4.1% | -54.9% | +59.0% | +6.9% |
| 6M | +88.0% | -47.0% | +135.0% | +90.4% |
| YTD | +75.6% | -55.3% | +130.8% | +79.2% |
| 1Y | +58.9% | -57.6% | +116.6% | +61.9% |
| All | +147.5% | -86.4% | +234.0% | +170.7% |
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