Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NBIS vs EXPE✓SelectedUSD · EXPENBIS vs EXPE performance historyLatest closeAs of-1.56%09/11
Stock and ETF performance explorer

NBIS vs EXPE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,022.8%
EXPE return
+78.0%
Excess return
+944.8%
Maximum drawdown
-58.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioEXPEExcessAlpha
1D-1.6%+1.4%-3.0%-2.0%
7D-0.8%-5.8%+5.0%+0.6%
30D-13.4%-13.6%+0.2%-10.0%
3M+1.0%+25.2%-24.1%-10.3%
6M+100.5%+22.3%+78.2%+77.8%
YTD+168.3%-0.3%+168.6%+159.8%
1Y+151.8%+27.8%+124.0%+99.6%
All+1,022.8%+78.0%+944.8%+630.4%

Cumulative growth

Daily Returns

Daily percentage return beside EXPE.

Daily Out/Under-Performance

Portfolio return minus EXPE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EXPE 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 10y: compounded portfolio wealth divided by compounded EXPE 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…

10y analysis · Full analysis span regression · 6 months rolling