+197.0%
ETN vs HTZ
-89.5%
+286.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.1% | +3.4% |
| 7D | +2.0% | +7.5% | -5.5% | +1.5% |
| 30D | -7.9% | +47.4% | -55.4% | -11.0% |
| 3M | -1.6% | -54.9% | +53.3% | +2.6% |
| 6M | +16.9% | -47.0% | +63.9% | +20.0% |
| YTD | +30.1% | -55.3% | +85.3% | +34.9% |
| 1Y | +19.3% | -57.6% | +76.9% | +23.2% |
| 3Y | +82.5% | -86.6% | +169.1% | +105.3% |
| 5Y | +166.8% | -86.1% | +253.0% | +196.0% |
| All | +197.0% | -89.5% | +286.6% | +244.6% |
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