+182.8%
NTRA vs HTZ
-89.5%
+272.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | 0.0% |
| 7D | +0.6% | +7.5% | -6.9% | -0.2% |
| 30D | +19.5% | +47.4% | -27.9% | +14.0% |
| 3M | +47.8% | -54.9% | +102.7% | +55.8% |
| 6M | +61.6% | -47.0% | +108.6% | +65.7% |
| YTD | +43.3% | -55.3% | +98.5% | +49.6% |
| 1Y | +97.0% | -57.6% | +154.7% | +103.6% |
| 3Y | +424.9% | -86.6% | +511.5% | +557.9% |
| 5Y | +165.2% | -86.1% | +251.3% | +237.2% |
| All | +182.8% | -89.5% | +272.3% | +284.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling