Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MU vs DT✓SelectedUSD · DTMU vs DT performance historyLatest closeAs of+6.10%09/04
Stock and ETF performance explorer

MU vs DT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+719.8%
DT return
+4.0%
Excess return
+715.7%
Maximum drawdown
-39.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioDTExcessAlpha
1D+6.1%-1.6%+7.7%+5.9%
7D+9.0%-3.3%+12.3%+8.5%
30D+13.8%+2.0%+11.8%+14.5%
3M+2.1%+20.0%-17.9%+5.6%
6M+153.8%+39.3%+114.5%+167.0%
YTD+256.4%+19.8%+236.6%+292.4%
1Y+719.8%+4.3%+715.5%+822.9%
All+719.8%+4.0%+715.7%+822.9%

Cumulative growth

Daily Returns

Daily percentage return beside DT.

Daily Out/Under-Performance

Portfolio return minus DT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × DT 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 DT 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