Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MS vs ELF✓SelectedUSD · ELFMS vs ELF performance historyLatest closeAs of+0.26%09/04
Stock and ETF performance explorer

MS vs ELF

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+47.9%
ELF return
-17.5%
Excess return
+65.5%
Maximum drawdown
-18.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioELFExcessAlpha
1D+0.3%+2.1%-1.8%+0.1%
7D+1.4%+5.4%-4.0%+1.0%
30D-0.3%+27.0%-27.2%-2.1%
3M+0.3%+113.2%-112.9%-6.3%
6M+31.3%+36.6%-5.2%+28.1%
YTD+24.7%+44.2%-19.6%+20.8%
1Y+47.9%-18.0%+65.9%+47.6%
All+47.9%-17.5%+65.5%+47.6%

Cumulative growth

Daily Returns

Daily percentage return beside ELF.

Daily Out/Under-Performance

Portfolio return minus ELF return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ELF 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 ELF 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