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

HTZ vs HAS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-91.5%
HAS return
+20.1%
Excess return
-111.5%
Maximum drawdown
-95.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioHASExcessAlpha
1D+1.3%-0.5%+1.8%+1.6%
7D+7.5%-1.8%+9.3%+8.6%
30D+47.4%+2.3%+45.2%+45.5%
3M-54.9%+10.4%-65.3%-57.7%
6M-47.0%-3.2%-43.8%-47.2%
YTD-55.3%+15.4%-70.7%-60.1%
1Y-57.6%+18.8%-76.4%-63.0%
3Y-86.6%+43.9%-130.5%-90.0%
5Y-86.1%+13.9%-100.0%-89.1%
All-91.5%+20.1%-111.5%-93.1%

Cumulative growth

Daily Returns

Daily percentage return beside HAS.

Daily Out/Under-Performance

Portfolio return minus HAS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × HAS 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 HAS 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