Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • FN vs EOSE✓SelectedUSD · EOSEFN vs EOSE performance historyLatest closeAs of+3.14%09/04
Stock and ETF performance explorer

FN vs EOSE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+565.9%
EOSE return
-61.3%
Excess return
+627.2%
Maximum drawdown
-47.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEOSEExcessAlpha
1D+3.1%+10.9%-7.7%+2.1%
7D-1.7%+19.0%-20.7%-3.5%
30D-22.0%+1.6%-23.6%-22.3%
3M-43.0%-52.0%+9.0%-39.5%
6M-27.7%-42.5%+14.8%-25.2%
YTD-10.5%-66.1%+55.6%-4.6%
1Y+12.5%-47.1%+59.6%+15.7%
3Y+153.8%+0.8%+153.0%+136.5%
5Y+288.0%-71.7%+359.7%+253.8%
All+565.9%-61.3%+627.2%+539.5%

Cumulative growth

Daily Returns

Daily percentage return beside EOSE.

Daily Out/Under-Performance

Portfolio return minus EOSE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EOSE 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 EOSE 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