-3.0%
NXT vs HTZ
-76.0%
+73.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -6.1% | -0.9% | -5.9% |
| 7D | -6.0% | -14.0% | +8.0% | -3.8% |
| 30D | +5.4% | -19.8% | +25.2% | +9.0% |
| 3M | -9.7% | -45.0% | +35.3% | -2.5% |
| 6M | -25.3% | -73.2% | +47.9% | -14.0% |
| YTD | +7.5% | -70.0% | +77.5% | +17.4% |
| 1Y | -3.0% | -75.7% | +72.7% | +9.8% |
| All | -3.0% | -76.0% | +73.0% | +9.8% |
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