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

HTZ vs RGEN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-54.9%
RGEN return
+37.6%
Excess return
-92.5%
Maximum drawdown
-71.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioRGENExcessAlpha
1D+1.3%-1.2%+2.5%+0.8%
7D+7.5%-4.9%+12.4%+4.9%
30D+47.4%+5.7%+41.8%+52.8%
3M-54.9%+32.4%-87.3%-36.2%
All-54.9%+37.6%-92.5%-36.2%

Cumulative growth

Daily Returns

Daily percentage return beside RGEN.

Daily Out/Under-Performance

Portfolio return minus RGEN return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × RGEN 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 3mo: compounded portfolio wealth divided by compounded RGEN 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…

3mo analysis · Full analysis span regression · Available span rolling