+64.5%
ETN vs HTZ
-82.4%
+146.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.6% |
| 7D | +3.6% | -8.5% | +12.1% | +4.1% |
| 30D | -13.4% | -18.9% | +5.5% | -12.6% |
| 3M | -21.9% | -36.0% | +14.1% | -20.4% |
| 6M | -12.8% | -74.6% | +61.8% | -7.8% |
| YTD | +12.1% | -70.8% | +82.9% | +17.4% |
| 1Y | +0.8% | -75.3% | +76.1% | +6.1% |
| 3Y | +64.5% | -81.6% | +146.1% | +69.4% |
| All | +64.5% | -82.4% | +146.8% | +69.4% |
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