+48.8%
NU vs HTZ
-91.2%
+140.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.2% |
| 7D | +7.5% | +7.5% | 0.0% | +6.4% |
| 30D | +6.1% | +47.4% | -41.3% | -1.6% |
| 3M | +26.8% | -54.9% | +81.7% | +37.5% |
| 6M | +2.5% | -47.0% | +49.5% | +6.7% |
| YTD | -8.2% | -55.3% | +47.1% | -2.1% |
| 1Y | +3.4% | -57.6% | +61.0% | +8.7% |
| 3Y | +116.2% | -86.6% | +202.8% | +224.9% |
| All | +48.8% | -91.2% | +140.0% | +154.4% |
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