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  • FIG vs ET✓SelectedUSD · ETFIG vs ET performance historyLatest closeAs of-5.68%09/08
Stock and ETF performance explorer

FIG vs ET

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-80.3%
ET return
+30.6%
Excess return
-110.9%
Maximum drawdown
-86.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioETExcessAlpha
1D-5.7%0.0%-5.7%-5.7%
7D-16.4%+0.4%-16.8%-16.4%
30D-2.3%+6.9%-9.2%-2.9%
3M+7.8%+13.1%-5.3%+6.6%
6M-21.8%+18.7%-40.6%-23.5%
YTD-39.1%+37.4%-76.6%-43.4%
1Y-56.6%+34.8%-91.5%-60.6%
All-80.3%+30.6%-110.9%-81.6%

Cumulative growth

Daily Returns

Daily percentage return beside ET.

Daily Out/Under-Performance

Portfolio return minus ET return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ET 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 ET 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