Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • DFNS vs EW✓SelectedUSD · EWDFNS vs EW performance historyLatest closeAs of+0.59%09/04
Stock and ETF performance explorer

DFNS vs EW

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.9%
EW return
+18.5%
Excess return
-118.3%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEWExcessAlpha
1D+0.6%+0.1%+0.5%+0.6%
7D-16.0%-0.3%-15.7%-16.0%
30D-77.7%+1.0%-78.7%-77.7%
3M-77.2%+2.8%-80.0%-77.3%
6M-95.2%+5.5%-100.7%-95.2%
YTD-98.0%+5.5%-103.4%-98.0%
1Y-98.3%+11.0%-109.3%-98.3%
3Y-99.9%+17.7%-117.6%-99.9%
5Y-99.9%-25.7%-74.1%-99.9%
All-99.9%+18.5%-118.3%-99.9%

Cumulative growth

Daily Returns

Daily percentage return beside EW.

Daily Out/Under-Performance

Portfolio return minus EW return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EW 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 EW 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