Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • BE vs EXPD✓SelectedUSD · EXPDBE vs EXPD performance historyLatest closeAs of+7.35%09/04
Stock and ETF performance explorer

BE vs EXPD

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+360.5%
EXPD return
+57.8%
Excess return
+302.7%
Maximum drawdown
-52.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioEXPDExcessAlpha
1D+7.4%+0.9%+6.5%+7.2%
7D+20.0%-1.1%+21.1%+20.3%
30D+7.9%+4.1%+3.8%+7.1%
3M-13.2%+17.9%-31.1%-15.2%
6M+53.5%+29.2%+24.2%+47.1%
YTD+191.0%+27.4%+163.7%+185.3%
1Y+360.5%+56.8%+303.7%+413.8%
All+360.5%+57.8%+302.7%+413.8%

Cumulative growth

Daily Returns

Daily percentage return beside EXPD.

Daily Out/Under-Performance

Portfolio return minus EXPD return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EXPD 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 EXPD 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