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  • MS vs AEE✓SelectedUSD · AEEMS vs AEE performance historyLatest closeAs of-0.68%09/08
Stock and ETF performance explorer

MS vs AEE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+794.2%
AEE return
+185.4%
Excess return
+608.8%
Maximum drawdown
-51.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioAEEExcessAlpha
1D-0.7%+1.0%-1.6%-1.1%
7D+2.5%+1.3%+1.1%+1.9%
30D0.0%-1.2%+1.2%+0.4%
3M+2.4%+1.0%+1.4%+1.6%
6M+36.4%-2.3%+38.7%+36.7%
YTD+23.8%+9.1%+14.7%+18.1%
1Y+48.6%+10.6%+38.1%+40.8%
3Y+179.1%+48.5%+130.7%+130.5%
5Y+144.8%+39.9%+105.0%+105.2%
10Y+794.2%+185.7%+608.5%+629.6%
All+794.2%+185.4%+608.8%+629.6%

Cumulative growth

Daily Returns

Daily percentage return beside AEE.

Daily Out/Under-Performance

Portfolio return minus AEE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…

10y analysis · Full analysis span regression · 6 months rolling