+14.5%
NU vs HTZ
-94.1%
+108.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.1% | +2.1% | -3.1% |
| 7D | +0.8% | -14.0% | +14.7% | +2.8% |
| 30D | -24.1% | -19.8% | -4.3% | -22.1% |
| 3M | -12.8% | -45.0% | +32.2% | -6.2% |
| 6M | -10.9% | -73.2% | +62.4% | +3.5% |
| YTD | -29.3% | -70.0% | +40.7% | -20.8% |
| 1Y | -26.9% | -75.7% | +48.8% | -15.4% |
| 3Y | +38.8% | -82.1% | +120.9% | +55.0% |
| All | +14.5% | -94.1% | +108.6% | +105.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling