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  • ETN vs FIX✓SelectedUSD · FIXETN vs FIX performance historyLatest closeAs of+3.46%09/04
Stock and ETF performance explorer

ETN vs FIX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+19.3%
FIX return
+128.3%
Excess return
-109.0%
Maximum drawdown
-18.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioFIXExcessAlpha
1D+3.5%+1.9%+1.5%+2.6%
7D+2.0%+6.0%-4.0%-0.8%
30D-7.9%-7.2%-0.7%-4.8%
3M-1.6%-15.9%+14.2%+6.0%
6M+16.9%+12.7%+4.1%+12.2%
YTD+30.1%+72.8%-42.7%+6.9%
1Y+19.3%+122.9%-103.6%-10.8%
All+19.3%+128.3%-109.0%-10.8%

Cumulative growth

Daily Returns

Daily percentage return beside FIX.

Daily Out/Under-Performance

Portfolio return minus FIX return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FIX 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 FIX 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