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  • ETN vs UL✓SelectedUSD · ULETN vs UL performance historyLatest closeAs of-1.64%09/09
Stock and ETF performance explorer

ETN vs UL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+20,176.5%
UL return
+2,587.5%
Excess return
+17,588.9%
Maximum drawdown
-68.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioULExcessAlpha
1D-1.6%-1.7%0.0%-1.0%
7D+6.2%-3.2%+9.5%+7.5%
30D-6.7%-0.6%-6.1%-6.6%
3M+3.6%+9.4%-5.8%-0.9%
6M+18.3%-4.1%+22.4%+18.6%
YTD+31.5%-2.0%+33.4%+30.5%
1Y+20.6%-9.0%+29.5%+22.6%
3Y+82.5%+21.8%+60.7%+62.6%
5Y+177.8%+20.6%+157.2%+144.4%
10Y+705.0%+67.7%+637.3%+511.3%
All+20,176.5%+2,587.5%+17,588.9%+6,657.8%

Cumulative growth

Daily Returns

Daily percentage return beside UL.

Daily Out/Under-Performance

Portfolio return minus UL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × UL 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 UL 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