Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • BSX vs EXPE✓SelectedUSD · EXPEBSX vs EXPE performance historyLatest closeAs of+1.81%09/04
Stock and ETF performance explorer

BSX vs EXPE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+69.6%
EXPE return
+851.4%
Excess return
-781.9%
Maximum drawdown
-82.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEXPEExcessAlpha
1D+1.8%-1.7%+3.5%+2.2%
7D+2.0%-9.5%+11.6%+4.3%
30D+0.1%-6.6%+6.8%+1.5%
3M-2.1%+31.4%-33.5%-8.5%
6M-33.8%+35.2%-69.0%-38.9%
YTD-49.9%+5.8%-55.7%-51.6%
1Y-55.4%+38.7%-94.1%-59.9%
3Y-10.9%+175.8%-186.6%-34.7%
5Y+6.4%+111.8%-105.4%-20.8%
10Y+97.0%+179.7%-82.7%+26.5%
All+69.6%+851.4%-781.9%-43.8%

Cumulative growth

Daily Returns

Daily percentage return beside EXPE.

Daily Out/Under-Performance

Portfolio return minus EXPE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EXPE 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 EXPE 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