+16.5%
NU vs HTZ
-93.7%
+110.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -8.4% | +10.9% | +3.7% |
| 7D | +3.6% | -14.6% | +18.2% | +5.5% |
| 30D | -22.8% | -20.8% | -2.0% | -20.6% |
| 3M | -14.8% | -18.8% | +4.0% | -13.8% |
| 6M | -16.9% | -74.7% | +57.8% | -2.5% |
| YTD | -28.1% | -68.1% | +40.0% | -20.1% |
| 1Y | -24.5% | -73.5% | +49.0% | -13.8% |
| 3Y | +44.8% | -81.8% | +126.6% | +64.3% |
| All | +16.5% | -93.7% | +110.2% | +107.5% |
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