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  • HUT vs BAX✓SelectedUSD · BAXHUT vs BAX performance historyLatest closeAs of-3.59%09/09
Stock and ETF performance explorer

HUT vs BAX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+227.4%
BAX return
+1.4%
Excess return
+225.9%
Maximum drawdown
-41.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioBAXExcessAlpha
1D-3.6%-1.9%-1.7%-3.3%
7D+18.9%-5.1%+24.0%+19.9%
30D+12.0%-12.2%+24.1%+14.5%
3M-14.9%+21.8%-36.7%-18.4%
6M+96.8%+36.3%+60.5%+79.1%
YTD+108.8%+27.8%+81.0%+90.4%
1Y+227.4%-0.1%+227.4%+223.0%
All+227.4%+1.4%+225.9%+223.0%

Cumulative growth

Daily Returns

Daily percentage return beside BAX.

Daily Out/Under-Performance

Portfolio return minus BAX return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…

1y analysis · Full analysis span regression · 6 months rolling