Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • DFNS vs MSTZ✓SelectedUSD · MSTZDFNS vs MSTZ performance historyLatest closeAs of-0.78%09/08
Stock and ETF performance explorer

DFNS vs MSTZ

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-94.5%
MSTZ return
-99.2%
Excess return
+4.7%
Maximum drawdown
-99.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioMSTZExcessAlpha
1D-0.8%+8.2%-9.0%-0.4%
7D+0.8%-25.4%+26.2%+0.1%
30D-73.2%-60.9%-12.4%-73.9%
3M-72.4%-54.2%-18.3%-73.6%
6M-95.2%-65.0%-30.2%-95.4%
YTD-98.0%-76.5%-21.5%-98.1%
1Y-98.3%-23.4%-74.9%-98.8%
All-94.5%-99.2%+4.7%-98.8%

Cumulative growth

Daily Returns

Daily percentage return beside MSTZ.

Daily Out/Under-Performance

Portfolio return minus MSTZ return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MSTZ 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 MSTZ 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