Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNDU vs FN✓SelectedUSD · FNSNDU vs FN performance historyLatest closeAs of+23.62%09/04
Stock and ETF performance explorer

SNDU vs FN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+260.6%
FN return
-20.1%
Excess return
+280.7%
Maximum drawdown
-85.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioFNExcessAlpha
1D+23.6%+3.1%+20.5%+19.5%
7D+35.2%-1.7%+36.8%+38.9%
30D+50.8%-22.0%+72.8%+101.1%
3M-43.2%-43.0%-0.2%+13.5%
All+260.6%-20.1%+280.7%+396.7%

Cumulative growth

Daily Returns

Daily percentage return beside FN.

Daily Out/Under-Performance

Portfolio return minus FN return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FN 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 FN 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