+145.0%
NUE vs HTZ
-85.9%
+230.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.6% |
| 7D | +4.2% | +7.5% | -3.3% | +3.6% |
| 30D | -5.0% | +47.4% | -52.4% | -9.2% |
| 3M | -0.2% | -54.9% | +54.7% | +5.2% |
| 6M | +49.1% | -47.0% | +96.2% | +53.5% |
| YTD | +61.0% | -55.3% | +116.3% | +68.2% |
| 1Y | +82.5% | -57.6% | +140.2% | +89.1% |
| 3Y | +57.9% | -86.6% | +144.5% | +85.4% |
| All | +145.0% | -85.9% | +230.9% | +159.0% |
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