+71.7%
NUE vs HTZ
-82.4%
+154.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -3.3% |
| 7D | +2.8% | -8.5% | +11.3% | +3.2% |
| 30D | -2.1% | -18.9% | +16.8% | -1.0% |
| 3M | -7.3% | -36.0% | +28.7% | -5.3% |
| 6M | +8.9% | -74.6% | +83.4% | +16.6% |
| YTD | +55.6% | -70.8% | +126.4% | +64.0% |
| 1Y | +74.7% | -75.3% | +150.0% | +85.7% |
| 3Y | +71.7% | -81.6% | +153.2% | +76.7% |
| All | +71.7% | -82.4% | +154.0% | +76.7% |
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