Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNDQ vs FIX✓SelectedUSD · FIXSNDQ vs FIX performance historyLatest closeAs of-23.80%09/04
Stock and ETF performance explorer

SNDQ vs FIX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-95.7%
FIX return
-6.9%
Excess return
-88.8%
Maximum drawdown
-95.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioFIXExcessAlpha
1D-23.8%+1.9%-25.7%-18.3%
7D-30.8%+6.0%-36.9%-16.7%
30D-51.7%-7.2%-44.5%-58.1%
3M-78.0%-15.9%-62.2%-71.3%
All-95.7%-6.9%-88.8%-93.5%

Cumulative growth

Daily Returns

Daily percentage return beside FIX.

Daily Out/Under-Performance

Portfolio return minus FIX return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FIX 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 1y: compounded portfolio wealth divided by compounded FIX 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…

1y analysis · Full analysis span regression · Available span rolling