+182.4%
NXT vs HTZ
-82.6%
+264.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -8.4% | +13.7% | +6.1% |
| 7D | +32.2% | -14.6% | +46.8% | +34.1% |
| 30D | +21.9% | -20.8% | +42.7% | +24.2% |
| 3M | +6.6% | -18.8% | +25.4% | +7.7% |
| 6M | -16.8% | -74.7% | +57.9% | -10.0% |
| YTD | +20.4% | -68.1% | +88.5% | +27.4% |
| 1Y | -1.5% | -73.5% | +71.9% | +5.1% |
| 3Y | +182.4% | -81.8% | +264.2% | +238.4% |
| All | +182.4% | -82.6% | +264.9% | +238.4% |
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