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

HTZ vs MULL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-37.2%
MULL return
+2,561.4%
Excess return
-2,598.5%
Maximum drawdown
-82.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioMULLExcessAlpha
1D+1.3%+11.8%-10.5%+0.4%
7D+7.5%+17.3%-9.8%+6.1%
30D+47.4%+23.5%+23.9%+44.4%
3M-54.9%-24.0%-30.9%-55.6%
6M-47.0%+276.7%-323.7%-56.3%
YTD-55.3%+565.1%-620.3%-65.4%
1Y-57.6%+2,802.6%-2,860.2%-73.2%
All-37.2%+2,561.4%-2,598.5%-64.0%

Cumulative growth

Daily Returns

Daily percentage return beside MULL.

Daily Out/Under-Performance

Portfolio return minus MULL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MULL 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 10y: compounded portfolio wealth divided by compounded MULL 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…

10y analysis · Full analysis span regression · 6 months rolling