Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • AEM vs ETHA✓SelectedUSD · ETHAAEM vs ETHA performance historyLatest closeAs of+0.36%09/09
Stock and ETF performance explorer

AEM vs ETHA

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+176.4%
ETHA return
-30.1%
Excess return
+206.5%
Maximum drawdown
-45.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioETHAExcessAlpha
1D+0.4%-0.7%+1.1%+0.4%
7D+3.0%+2.9%+0.1%+2.7%
30D+12.5%+31.4%-18.9%+9.9%
3M+26.9%+48.9%-21.9%+22.9%
6M-9.4%+20.9%-30.3%-11.1%
YTD+20.3%-17.2%+37.4%+18.9%
1Y+33.8%-42.8%+76.6%+32.5%
All+176.4%-30.1%+206.5%+183.2%

Cumulative growth

Daily Returns

Daily percentage return beside ETHA.

Daily Out/Under-Performance

Portfolio return minus ETHA return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ETHA 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 ETHA 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