-61.7%
ETSY vs HTZ
-89.5%
+27.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.1% | -6.9% |
| 7D | -8.5% | +7.5% | -15.9% | -9.4% |
| 30D | -10.9% | +47.4% | -58.3% | -16.7% |
| 3M | +14.1% | -54.9% | +69.0% | +22.7% |
| 6M | +37.5% | -47.0% | +84.5% | +41.5% |
| YTD | +38.0% | -55.3% | +93.3% | +45.4% |
| 1Y | +46.5% | -57.6% | +104.2% | +53.2% |
| 3Y | +2.5% | -86.6% | +89.1% | +35.8% |
| 5Y | -65.3% | -86.1% | +20.8% | -50.8% |
| All | -61.7% | -89.5% | +27.9% | -48.9% |
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