+44.8%
NU vs HTZ
-82.6%
+127.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -8.4% | +10.9% | +3.1% |
| 7D | +3.6% | -14.6% | +18.2% | +4.6% |
| 30D | -22.8% | -20.8% | -2.0% | -21.6% |
| 3M | -14.8% | -18.8% | +4.0% | -14.3% |
| 6M | -16.9% | -74.7% | +57.8% | -9.7% |
| YTD | -28.1% | -68.1% | +40.0% | -23.9% |
| 1Y | -24.5% | -73.5% | +49.0% | -19.1% |
| 3Y | +44.8% | -81.8% | +126.6% | +49.6% |
| All | +44.8% | -82.6% | +127.3% | +49.6% |
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