Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • APP vs DD✓SelectedUSD · DDAPP vs DD performance historyLatest closeAs of+2.23%09/04
Stock and ETF performance explorer

APP vs DD

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-35.9%
DD return
+41.5%
Excess return
-77.4%
Maximum drawdown
-59.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioDDExcessAlpha
1D+2.2%+0.4%+1.9%+2.2%
7D+0.9%-3.5%+4.4%+1.5%
30D-23.3%-10.3%-13.0%-21.7%
3M-42.6%-7.5%-35.1%-41.9%
6M-33.6%-8.0%-25.6%-33.2%
YTD-52.4%+10.5%-62.9%-51.2%
1Y-35.9%+38.3%-74.2%-33.6%
All-35.9%+41.5%-77.4%-33.6%

Cumulative growth

Daily Returns

Daily percentage return beside DD.

Daily Out/Under-Performance

Portfolio return minus DD return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × DD 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 DD 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