Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • HTZ vs ET✓SelectedUSD · ETHTZ vs ET performance historyLatest closeAs of+1.32%09/04
Stock and ETF performance explorer

HTZ vs ET

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-91.5%
ET return
+203.0%
Excess return
-294.5%
Maximum drawdown
-95.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioETExcessAlpha
1D+1.3%+0.3%+1.0%+1.2%
7D+7.5%+0.9%+6.6%+7.1%
30D+47.4%+7.5%+40.0%+42.5%
3M-54.9%+11.4%-66.3%-57.2%
6M-47.0%+18.5%-65.5%-51.4%
YTD-55.3%+37.4%-92.6%-61.9%
1Y-57.6%+30.9%-88.6%-63.3%
3Y-86.6%+98.7%-185.3%-90.9%
5Y-86.1%+230.7%-316.8%-92.5%
All-91.5%+203.0%-294.5%-95.2%

Cumulative growth

Daily Returns

Daily percentage return beside ET.

Daily Out/Under-Performance

Portfolio return minus ET return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ET 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 ET 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