Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PAAS vs EXPD✓SelectedUSD · EXPDPAAS vs EXPD performance historyLatest closeAs of-2.19%11/05
Stock and ETF performance explorer

PAAS vs EXPD

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+179.6%
EXPD return
+72.7%
Excess return
+106.8%
Maximum drawdown
-44.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioEXPDExcessAlpha
1D-2.2%-4.5%+2.3%-1.8%
7D-0.4%-4.8%+4.4%0.0%
30D-11.6%-1.5%-10.1%-11.6%
3M-15.6%+4.1%-19.7%-16.1%
6M-19.1%+24.0%-43.1%-21.3%
YTD-20.9%+27.4%-48.3%-23.1%
1Y+21.3%+38.4%-17.1%+17.2%
All+179.6%+72.7%+106.8%+157.9%

Cumulative growth

Daily Returns

Daily percentage return beside EXPD.

Daily Out/Under-Performance

Portfolio return minus EXPD return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EXPD 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 3y: compounded portfolio wealth divided by compounded EXPD 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…

3y analysis · Full analysis span regression · 6 months rolling