Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ETN vs QSR✓SelectedUSD · QSRETN vs QSR performance historyLatest closeAs of+3.96%09/11
Stock and ETF performance explorer

ETN vs QSR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+735.0%
QSR return
+205.8%
Excess return
+529.2%
Maximum drawdown
-44.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioQSRExcessAlpha
1D+4.0%+0.6%+3.3%+3.7%
7D+3.5%-4.0%+7.5%+5.1%
30D-7.5%+2.8%-10.3%-8.7%
3M+8.3%+5.1%+3.2%+5.3%
6M+20.2%+8.8%+11.4%+14.5%
YTD+34.7%+14.8%+19.8%+25.0%
1Y+19.4%+25.7%-6.3%+6.4%
3Y+85.5%+27.5%+58.0%+61.0%
5Y+186.6%+41.3%+145.3%+135.0%
10Y+724.7%+133.8%+590.9%+425.4%
All+735.0%+205.8%+529.2%+387.7%

Cumulative growth

Daily Returns

Daily percentage return beside QSR.

Daily Out/Under-Performance

Portfolio return minus QSR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × QSR 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 QSR 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