+557.4%
NTRA vs HTZ
-82.4%
+639.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.1% |
| 7D | +2.7% | -8.5% | +11.2% | +3.1% |
| 30D | -19.2% | -18.9% | -0.2% | -18.4% |
| 3M | +2.7% | -36.0% | +38.7% | +4.4% |
| 6M | +63.4% | -74.6% | +137.9% | +70.6% |
| YTD | +39.3% | -70.8% | +110.1% | +43.9% |
| 1Y | +59.0% | -75.3% | +134.3% | +65.3% |
| 3Y | +557.4% | -81.6% | +638.9% | +624.6% |
| All | +557.4% | -82.4% | +639.7% | +624.6% |
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