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

ETN vs SU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+20,672.1%
SU return
+61,601.3%
Excess return
-40,929.1%
Maximum drawdown
-68.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSUExcessAlpha
1D+4.0%-0.1%+4.1%+4.0%
7D+3.5%+2.2%+1.3%+3.5%
30D-7.5%+8.4%-16.0%-7.5%
3M+8.3%+12.1%-3.8%+8.3%
6M+20.2%+19.7%+0.5%+20.1%
YTD+34.7%+58.4%-23.7%+34.6%
1Y+19.4%+67.2%-47.8%+19.4%
3Y+85.5%+125.0%-39.5%+85.3%
5Y+186.6%+355.1%-168.5%+186.0%
10Y+724.7%+263.7%+461.0%+723.0%
All+20,672.1%+61,601.3%-40,929.1%+20,780.4%

Cumulative growth

Daily Returns

Daily percentage return beside SU.

Daily Out/Under-Performance

Portfolio return minus SU return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SU 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 SU 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