Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NVO vs FXI✓SelectedUSD · FXINVO vs FXI performance historyLatest closeAs of-3.09%09/08
Stock and ETF performance explorer

NVO vs FXI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+2,578.6%
FXI return
+213.7%
Excess return
+2,364.9%
Maximum drawdown
-74.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioFXIExcessAlpha
1D-3.1%-2.5%-0.6%-2.4%
7D+0.1%-1.0%+1.1%+0.4%
30D-3.2%-3.2%0.0%-2.3%
3M+11.5%+1.7%+9.8%+10.9%
6M+22.9%-1.6%+24.5%+23.3%
YTD-6.8%-7.9%+1.1%-4.7%
1Y-12.6%-9.6%-3.0%-10.3%
3Y-49.6%+40.5%-90.0%-55.2%
5Y+0.6%-6.2%+6.8%-2.7%
10Y+148.3%+14.2%+134.1%+120.7%
All+2,578.6%+213.7%+2,364.9%+1,575.7%

Cumulative growth

Daily Returns

Daily percentage return beside FXI.

Daily Out/Under-Performance

Portfolio return minus FXI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FXI 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 FXI 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