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

HTZ vs WY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-57.6%
WY return
-5.4%
Excess return
-52.2%
Maximum drawdown
-80.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioWYExcessAlpha
1D+1.3%-0.1%+1.4%+1.3%
7D+7.5%-2.6%+10.1%+8.0%
30D+47.4%-10.9%+58.3%+50.2%
3M-54.9%-6.0%-48.9%-54.9%
6M-47.0%-5.6%-41.4%-47.1%
YTD-55.3%-1.1%-54.1%-56.0%
1Y-57.6%-7.5%-50.2%-59.6%
All-57.6%-5.4%-52.2%-59.6%

Cumulative growth

Daily Returns

Daily percentage return beside WY.

Daily Out/Under-Performance

Portfolio return minus WY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × WY 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 WY 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