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  • MU vs B✓SelectedUSD · BMU vs B performance historyLatest closeAs of+6.10%09/04
Stock and ETF performance explorer

MU vs B

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+719.8%
B return
+70.0%
Excess return
+649.8%
Maximum drawdown
-39.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioBExcessAlpha
1D+6.1%-2.2%+8.3%+7.4%
7D+9.0%-1.6%+10.6%+9.8%
30D+13.8%+9.4%+4.4%+6.5%
3M+2.1%+5.0%-2.9%-2.3%
6M+153.8%-3.5%+157.4%+150.3%
YTD+256.4%+4.5%+251.9%+237.8%
1Y+719.8%+67.8%+652.0%+616.0%
All+719.8%+70.0%+649.8%+616.0%

Cumulative growth

Daily Returns

Daily percentage return beside B.

Daily Out/Under-Performance

Portfolio return minus B return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × B 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 B 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