Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • GEV vs FN✓SelectedUSD · FNGEV vs FN performance historyLatest closeAs of+0.01%09/04
Stock and ETF performance explorer

GEV vs FN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-2.2%
FN return
-40.5%
Excess return
+38.3%
Maximum drawdown
-23.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioFNExcessAlpha
1D0.0%+3.1%-3.1%-1.1%
7D+3.3%-1.7%+5.0%+3.9%
30D-7.5%-22.0%+14.5%+0.1%
3M-2.2%-43.0%+40.8%+22.1%
All-2.2%-40.5%+38.3%+22.1%

Cumulative growth

Daily Returns

Daily percentage return beside FN.

Daily Out/Under-Performance

Portfolio return minus FN return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FN 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 3mo: compounded portfolio wealth divided by compounded FN 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…

3mo analysis · Full analysis span regression · Available span rolling