Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NEM vs FLEX✓SelectedUSD · FLEXNEM vs FLEX performance historyLatest closeAs of-1.79%09/04
Stock and ETF performance explorer

NEM vs FLEX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+375.4%
FLEX return
+7,523.3%
Excess return
-7,148.0%
Maximum drawdown
-77.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioFLEXExcessAlpha
1D-1.8%+1.5%-3.3%-1.9%
7D+0.3%-0.9%+1.2%+0.4%
30D+23.1%-10.1%+33.2%+23.9%
3M+18.5%-31.3%+49.8%+21.1%
6M+7.8%+71.3%-63.5%+3.5%
YTD+29.1%+81.2%-52.1%+23.5%
1Y+72.7%+98.5%-25.8%+64.2%
3Y+248.7%+428.2%-179.5%+211.3%
5Y+148.7%+657.3%-508.6%+116.6%
10Y+304.8%+995.9%-691.2%+237.8%
All+375.4%+7,523.3%-7,148.0%+241.5%

Cumulative growth

Daily Returns

Daily percentage return beside FLEX.

Daily Out/Under-Performance

Portfolio return minus FLEX return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FLEX 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 FLEX 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