Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • STRL vs FN✓SelectedUSD · FNSTRL vs FN performance historyLatest closeAs of-21.46%11/04
Stock and ETF performance explorer

STRL vs FN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-46.4%
FN return
-52.5%
Excess return
+6.0%
Maximum drawdown
-71.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 6mo.

Portfolio and benchmark returns by period
PeriodPortfolioFNExcessAlpha
1D-21.5%-6.0%-15.5%-18.6%
7D-27.1%-7.0%-20.1%-24.2%
30D-45.8%-24.7%-21.1%-38.8%
3M-47.6%-35.7%-12.0%-37.9%
6M-46.4%-52.4%+6.0%-35.0%
All-46.4%-52.5%+6.0%-35.0%

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 6mo: 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…

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