Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ALAB vs SPG✓SelectedUSD · SPGALAB vs SPG performance historyLatest closeAs of+9.75%09/04
Stock and ETF performance explorer

ALAB vs SPG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+65.2%
SPG return
+21.3%
Excess return
+43.8%
Maximum drawdown
-60.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSPGExcessAlpha
1D+9.8%-1.0%+10.7%+9.1%
7D+7.2%-2.4%+9.6%+5.6%
30D-2.5%-6.8%+4.3%-6.8%
3M-13.3%+2.7%-16.0%-15.4%
6M+172.8%+5.5%+167.4%+161.7%
YTD+86.6%+15.7%+70.9%+89.1%
1Y+65.2%+20.9%+44.3%+65.2%
All+65.2%+21.3%+43.8%+65.2%

Cumulative growth

Daily Returns

Daily percentage return beside SPG.

Daily Out/Under-Performance

Portfolio return minus SPG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPG 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 SPG 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 · 6 months rolling