Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ANET vs PM✓SelectedUSD · PMANET vs PM performance historyLatest closeAs of+5.61%09/11
Stock and ETF performance explorer

ANET vs PM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+313.3%
PM return
+131.2%
Excess return
+182.0%
Maximum drawdown
-50.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioPMExcessAlpha
1D+5.6%+0.7%+4.9%+5.8%
7D+3.0%+4.7%-1.7%+4.1%
30D-5.2%+2.6%-7.8%-4.5%
3M+27.6%+6.6%+21.0%+30.0%
6M+44.4%+16.5%+27.9%+49.7%
YTD+52.3%+21.2%+31.1%+59.3%
1Y+30.4%+17.9%+12.5%+36.2%
3Y+313.3%+129.8%+183.4%+395.6%
All+313.3%+131.2%+182.0%+395.6%

Cumulative growth

Daily Returns

Daily percentage return beside PM.

Daily Out/Under-Performance

Portfolio return minus PM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PM 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 3y: compounded portfolio wealth divided by compounded PM 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…

3y analysis · Full analysis span regression · 6 months rolling