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  • HTZ vs BG✓SelectedUSD · BGHTZ vs BG performance historyLatest closeAs of+1.32%09/04
Stock and ETF performance explorer

HTZ vs BG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+52.3%
BG return
+13.9%
Excess return
+38.5%
Maximum drawdown
-27.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioBGExcessAlpha
1D+1.3%-1.2%+2.5%+0.9%
7D+7.5%+2.8%+4.7%+10.3%
30D+47.4%+12.0%+35.4%+60.5%
All+52.3%+13.9%+38.5%+65.7%

Cumulative growth

Daily Returns

Daily percentage return beside BG.

Daily Out/Under-Performance

Portfolio return minus BG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × BG 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 1mo: compounded portfolio wealth divided by compounded BG 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…

1mo analysis · Full analysis span regression · Available span rolling