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  • PBF vs EXR✓SelectedUSD · EXRPBF vs EXR performance historyLatest closeAs of+3.27%09/08
Stock and ETF performance explorer

PBF vs EXR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+804.0%
EXR return
-10.8%
Excess return
+814.8%
Maximum drawdown
-76.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioEXRExcessAlpha
1D+3.3%-0.1%+3.3%+3.3%
7D+2.4%-0.7%+3.1%+2.5%
30D+24.9%-6.9%+31.8%+26.8%
3M+81.9%-3.0%+84.8%+82.5%
6M+79.4%-2.9%+82.3%+78.9%
YTD+188.3%+9.3%+179.0%+176.6%
1Y+177.3%-0.9%+178.2%+173.5%
3Y+56.0%+24.7%+31.3%+40.2%
5Y+804.0%-11.7%+815.7%+761.1%
All+804.0%-10.8%+814.8%+761.1%

Cumulative growth

Daily Returns

Daily percentage return beside EXR.

Daily Out/Under-Performance

Portfolio return minus EXR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EXR 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 5y: compounded portfolio wealth divided by compounded EXR 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…

5y analysis · Full analysis span regression · 6 months rolling