Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • P vs REPL✓SelectedUSD · REPLP vs REPL performance historyLatest closeAs of+1.39%09/04
Stock and ETF performance explorer

P vs REPL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+62.2%
REPL return
+107.4%
Excess return
-45.3%
Maximum drawdown
-24.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 6mo.

Portfolio and benchmark returns by period
PeriodPortfolioREPLExcessAlpha
1D+1.4%-1.6%+3.0%+1.4%
7D+6.5%-3.0%+9.5%+6.6%
30D+18.8%+27.1%-8.3%+17.8%
3M+26.7%+52.4%-25.6%+23.4%
6M+62.2%+107.4%-45.3%+53.5%
All+62.2%+107.4%-45.3%+53.5%

Cumulative growth

Daily Returns

Daily percentage return beside REPL.

Daily Out/Under-Performance

Portfolio return minus REPL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × REPL 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 6mo: compounded portfolio wealth divided by compounded REPL 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…

6mo analysis · Full analysis span regression · 6 months rolling