+56.4%
NU vs HTZ
-82.4%
+138.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.6% | +14.3% | +11.9% |
| 7D | +9.9% | -8.5% | +18.4% | +10.6% |
| 30D | -11.5% | -18.9% | +7.5% | -10.3% |
| 3M | -5.1% | -36.0% | +30.9% | -2.4% |
| 6M | +3.1% | -74.6% | +77.7% | +11.9% |
| YTD | -21.0% | -70.8% | +49.8% | -15.9% |
| 1Y | -15.2% | -75.3% | +60.1% | -8.6% |
| 3Y | +56.4% | -81.6% | +138.0% | +59.1% |
| All | +56.4% | -82.4% | +138.8% | +59.1% |
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