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

HTZ vs EME

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-57.6%
EME return
+19.7%
Excess return
-77.3%
Maximum drawdown
-80.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioEMEExcessAlpha
1D+1.3%+1.7%-0.4%+1.0%
7D+7.5%+1.9%+5.6%+7.0%
30D+47.4%-8.3%+55.7%+50.2%
3M-54.9%-10.7%-44.2%-53.8%
6M-47.0%+1.9%-48.9%-46.8%
YTD-55.3%+23.5%-78.7%-56.7%
1Y-57.6%+18.0%-75.6%-56.8%
All-57.6%+19.7%-77.3%-56.8%

Cumulative growth

Daily Returns

Daily percentage return beside EME.

Daily Out/Under-Performance

Portfolio return minus EME return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EME 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 1y: compounded portfolio wealth divided by compounded EME 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…

1y analysis · Full analysis span regression · 6 months rolling