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

DFNS vs SE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-95.2%
SE return
+27.4%
Excess return
-122.6%
Maximum drawdown
-98.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 6mo.

Portfolio and benchmark returns by period
PeriodPortfolioSEExcessAlpha
1D+0.6%-0.9%+1.5%+2.1%
7D-16.0%-6.1%-9.9%-7.0%
30D-77.7%-2.5%-75.2%-77.4%
3M-77.2%+21.7%-98.9%-80.1%
6M-95.2%+27.0%-122.2%-95.9%
All-95.2%+27.4%-122.6%-95.9%

Cumulative growth

Daily Returns

Daily percentage return beside SE.

Daily Out/Under-Performance

Portfolio return minus SE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SE 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 6mo: compounded portfolio wealth divided by compounded SE 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…

6mo analysis · Full analysis span regression · 6 months rolling