+112.6%
ETN vs HTZ
-95.4%
+208.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -8.4% | +12.9% | +5.1% |
| 7D | -7.6% | -14.6% | +6.9% | -6.7% |
| 30D | -20.8% | -20.8% | 0.0% | -19.6% |
| 3M | -23.6% | -18.8% | -4.8% | -23.0% |
| 6M | -18.5% | -74.7% | +56.2% | -11.3% |
| YTD | +8.2% | -68.1% | +76.3% | +14.8% |
| 1Y | -8.7% | -73.5% | +64.8% | -1.9% |
| 3Y | +63.3% | -81.8% | +145.1% | +73.4% |
| All | +112.6% | -95.4% | +208.0% | +160.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling