-5.0%
NXT vs HTZ
-73.6%
+68.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.3% | -8.6% | -0.7% |
| 7D | -5.7% | -27.4% | +21.7% | -1.0% |
| 30D | +18.5% | -11.4% | +29.9% | +20.6% |
| 3M | -4.1% | -33.1% | +29.0% | +0.4% |
| 6M | -20.3% | -73.5% | +53.2% | -8.5% |
| YTD | +15.5% | -68.1% | +83.6% | +24.6% |
| 1Y | -5.0% | -74.3% | +69.3% | +7.7% |
| All | -5.0% | -73.6% | +68.6% | +7.7% |
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 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