+177.4%
NXT vs HTZ
-88.1%
+265.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.1% |
| 7D | -1.1% | +7.5% | -8.6% | -1.8% |
| 30D | -15.3% | +47.4% | -62.8% | -19.0% |
| 3M | -43.8% | -54.9% | +11.1% | -41.2% |
| 6M | -18.7% | -47.0% | +28.3% | -16.7% |
| YTD | -3.0% | -55.3% | +52.3% | +0.6% |
| 1Y | +22.7% | -57.6% | +80.4% | +26.8% |
| 3Y | +95.9% | -86.6% | +182.5% | +153.8% |
| All | +177.4% | -88.1% | +265.5% | +253.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling