Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MSTU vs ET✓SelectedUSD · ETMSTU vs ET performance historyLatest closeAs of-5.43%09/09
Stock and ETF performance explorer

MSTU vs ET

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-87.5%
ET return
+56.1%
Excess return
-143.6%
Maximum drawdown
-99.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioETExcessAlpha
1D-5.4%+0.8%-6.2%-6.5%
7D+12.9%+0.6%+12.3%+11.7%
30D+68.3%+5.3%+63.1%+54.1%
3M+0.4%+15.6%-15.3%-23.2%
6M-41.5%+20.6%-62.1%-60.0%
YTD-61.7%+38.5%-100.2%-79.9%
1Y-93.7%+35.7%-129.4%-96.6%
All-87.5%+56.1%-143.6%-93.2%

Cumulative growth

Daily Returns

Daily percentage return beside ET.

Daily Out/Under-Performance

Portfolio return minus ET return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ET 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 ET 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