+620.8%
NTRA vs HTZ
-82.6%
+703.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | -8.4% | -6.2% | -14.2% |
| 7D | -25.0% | -14.6% | -10.4% | -24.5% |
| 30D | -21.5% | -20.8% | -0.7% | -20.7% |
| 3M | +17.1% | -18.8% | +35.9% | +17.9% |
| 6M | +44.4% | -74.7% | +119.1% | +50.9% |
| YTD | +35.6% | -68.1% | +103.7% | +39.5% |
| 1Y | +56.5% | -73.5% | +130.0% | +62.0% |
| 3Y | +620.8% | -81.8% | +702.6% | +706.0% |
| All | +620.8% | -82.6% | +703.4% | +706.0% |
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