Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ETN vs ESTC✓SelectedUSD · ESTCETN vs ESTC performance historyLatest closeAs of+2.75%09/08
Stock and ETF performance explorer

ETN vs ESTC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+466.3%
ESTC return
+26.3%
Excess return
+440.0%
Maximum drawdown
-44.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioESTCExcessAlpha
1D+2.7%-3.7%+6.4%+3.3%
7D+8.0%-4.3%+12.3%+8.6%
30D-5.9%+17.7%-23.6%-8.8%
3M+5.0%+42.3%-37.3%-1.6%
6M+22.4%+64.6%-42.2%+11.1%
YTD+33.6%+17.2%+16.4%+27.6%
1Y+22.1%-4.2%+26.3%+20.2%
3Y+85.6%+13.5%+72.1%+70.6%
5Y+179.2%-45.5%+224.8%+176.1%
All+466.3%+26.3%+440.0%+290.6%

Cumulative growth

Daily Returns

Daily percentage return beside ESTC.

Daily Out/Under-Performance

Portfolio return minus ESTC return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ESTC 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 ESTC 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