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  • ASTS vs XLU✓SelectedUSD · XLUASTS vs XLU performance historyLatest closeAs of+0.29%09/04
Stock and ETF performance explorer

ASTS vs XLU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+431.2%
XLU return
+44.2%
Excess return
+387.0%
Maximum drawdown
-85.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioXLUExcessAlpha
1D+0.3%+0.1%+0.2%+0.2%
7D+7.3%+0.8%+6.5%+6.8%
30D-8.9%-1.3%-7.5%-8.3%
3M-41.9%-1.3%-40.6%-42.1%
6M-40.6%-7.6%-33.0%-38.1%
YTD-14.2%+2.3%-16.5%-16.6%
1Y+48.9%+5.8%+43.1%+43.0%
3Y+1,461.7%+50.5%+1,411.1%+1,118.5%
All+431.2%+44.2%+387.0%+337.4%

Cumulative growth

Daily Returns

Daily percentage return beside XLU.

Daily Out/Under-Performance

Portfolio return minus XLU return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × XLU 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 5y: compounded portfolio wealth divided by compounded XLU 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…

5y analysis · Full analysis span regression · 6 months rolling