+76.8%
NUE vs HTZ
-76.0%
+152.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.8% |
| 7D | -10.2% | -16.4% | +6.2% | -9.2% |
| 30D | -0.4% | -15.1% | +14.7% | +0.6% |
| 3M | -8.4% | -28.2% | +19.8% | -7.0% |
| 6M | +10.1% | -73.1% | +83.1% | +23.0% |
| YTD | +54.1% | -68.3% | +122.4% | +64.0% |
| All | +76.8% | -76.0% | +152.7% | +91.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling