Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • DAR vs FGI✓SelectedUSD · FGIDAR vs FGI performance historyLatest closeAs of-0.85%09/04
Stock and ETF performance explorer

DAR vs FGI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+106.5%
FGI return
+81.8%
Excess return
+24.7%
Maximum drawdown
-19.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioFGIExcessAlpha
1D-0.9%+7.5%-8.4%-1.1%
7D+1.4%+0.5%+0.8%+1.3%
30D+12.8%+65.4%-52.6%+9.6%
3M+7.4%+23.5%-16.1%+5.0%
6M+22.3%+60.5%-38.3%+16.2%
YTD+81.1%+30.0%+51.1%+73.4%
1Y+106.5%+82.1%+24.4%+84.6%
All+106.5%+81.8%+24.7%+84.6%

Cumulative growth

Daily Returns

Daily percentage return beside FGI.

Daily Out/Under-Performance

Portfolio return minus FGI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FGI 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 FGI 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