+208.7%
NXT vs HTZ
-81.5%
+290.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | +15.1% | -16.4% | +31.5% | +16.9% |
| 30D | +21.8% | -15.1% | +36.9% | +23.4% |
| 3M | +1.6% | -28.2% | +29.8% | +3.7% |
| 6M | -16.7% | -73.1% | +56.4% | -10.3% |
| YTD | +20.4% | -68.3% | +88.7% | +27.4% |
| 1Y | +0.2% | -75.2% | +75.5% | +7.4% |
| 3Y | +208.7% | -81.1% | +289.8% | +265.0% |
| All | +208.7% | -81.5% | +290.2% | +265.0% |
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 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