-54.9%
ETSY vs HTZ
-92.5%
+37.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.4% | +6.6% | -0.6% |
| 7D | +1.1% | -14.6% | +15.7% | +2.9% |
| 30D | +25.8% | -20.8% | +46.6% | +29.1% |
| 3M | +9.3% | -18.8% | +28.1% | +10.6% |
| 6M | +38.4% | -74.7% | +113.1% | +60.2% |
| YTD | +62.2% | -68.1% | +130.3% | +77.5% |
| 1Y | +58.3% | -73.5% | +131.8% | +78.4% |
| 3Y | +42.6% | -81.8% | +124.4% | +58.0% |
| 5Y | -65.4% | -95.2% | +29.8% | -49.9% |
| All | -54.9% | -92.5% | +37.6% | -37.6% |
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