Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MULL vs EXR✓SelectedUSD · EXRMULL vs EXR performance historyLatest closeAs of+11.81%09/04
Stock and ETF performance explorer

MULL vs EXR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+2,523.1%
EXR return
-8.4%
Excess return
+2,531.5%
Maximum drawdown
-72.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEXRExcessAlpha
1D+11.8%-1.2%+13.0%+12.4%
7D+17.3%-2.6%+19.9%+18.7%
30D+23.5%-7.2%+30.7%+27.9%
3M-24.0%-3.5%-20.5%-25.9%
6M+276.7%-5.3%+282.0%+269.4%
YTD+565.1%+9.4%+555.7%+457.7%
1Y+2,802.6%+1.3%+2,801.3%+2,526.1%
All+2,523.1%-8.4%+2,531.5%+2,079.1%

Cumulative growth

Daily Returns

Daily percentage return beside EXR.

Daily Out/Under-Performance

Portfolio return minus EXR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EXR 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 EXR 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