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  • EXPE vs ETHA✓SelectedUSD · ETHAEXPE vs ETHA performance historyLatest closeAs of-7.88%09/08
Stock and ETF performance explorer

EXPE vs ETHA

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+109.8%
ETHA return
-29.6%
Excess return
+139.4%
Maximum drawdown
-37.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioETHAExcessAlpha
1D-7.9%+1.1%-9.0%-8.0%
7D-9.8%+2.7%-12.4%-10.2%
30D-11.5%+29.4%-40.9%-15.1%
3M+21.7%+47.2%-25.5%+14.2%
6M+10.4%+25.4%-15.0%+5.6%
YTD-2.5%-16.5%+14.0%-1.5%
1Y+27.3%-42.3%+69.7%+36.0%
All+109.8%-29.6%+139.4%+100.5%

Cumulative growth

Daily Returns

Daily percentage return beside ETHA.

Daily Out/Under-Performance

Portfolio return minus ETHA return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ETHA 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 ETHA 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