+226.9%
NXT vs HTZ
-90.7%
+317.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -20.8% | +14.1% | -4.6% |
| 7D | +24.7% | -7.7% | +32.5% | +25.8% |
| 30D | +13.0% | -13.1% | +26.2% | +14.5% |
| 3M | -0.2% | +14.7% | -15.0% | -2.5% |
| 6M | -19.3% | -70.6% | +51.3% | -12.5% |
| YTD | +14.3% | -65.2% | +79.5% | +21.1% |
| 1Y | -11.0% | -73.2% | +62.2% | -4.0% |
| 3Y | +167.8% | -80.8% | +248.6% | +214.0% |
| All | +226.9% | -90.7% | +317.6% | +325.3% |
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