Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • JBLU vs ETR✓SelectedUSD · ETRJBLU vs ETR performance historyLatest closeAs of-3.10%09/09
Stock and ETF performance explorer

JBLU vs ETR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-67.1%
ETR return
+1,124.5%
Excess return
-1,191.6%
Maximum drawdown
-90.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioETRExcessAlpha
1D-3.1%-1.3%-1.8%-2.5%
7D-5.6%+0.4%-6.0%-5.8%
30D-22.3%+2.0%-24.4%-23.2%
3M-11.0%-1.7%-9.3%-10.6%
6M-3.1%+3.6%-6.7%-5.7%
YTD-3.7%+18.0%-21.8%-12.5%
1Y-14.8%+26.2%-41.0%-25.0%
3Y-15.4%+148.0%-163.4%-46.8%
5Y-71.4%+126.1%-197.4%-81.5%
10Y-73.0%+302.3%-375.3%-87.3%
All-67.1%+1,124.5%-1,191.6%-89.8%

Cumulative growth

Daily Returns

Daily percentage return beside ETR.

Daily Out/Under-Performance

Portfolio return minus ETR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ETR 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 ETR 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