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

MU vs S

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+719.8%
S return
+10.1%
Excess return
+709.6%
Maximum drawdown
-39.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSExcessAlpha
1D+6.1%+0.4%+5.7%+6.1%
7D+9.0%-7.7%+16.7%+9.7%
30D+13.8%-5.3%+19.1%+14.1%
3M+2.1%+20.3%-18.2%-0.2%
6M+153.8%+47.4%+106.4%+135.1%
YTD+256.4%+32.5%+223.9%+240.4%
1Y+719.8%+9.5%+710.2%+734.1%
All+719.8%+10.1%+709.6%+734.1%

Cumulative growth

Daily Returns

Daily percentage return beside S.

Daily Out/Under-Performance

Portfolio return minus S return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × S 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 S 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