Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • APP vs TEAM✓SelectedUSD · TEAMAPP vs TEAM performance historyLatest closeAs of+31.04%11/05
Stock and ETF performance explorer

APP vs TEAM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+446.2%
TEAM return
-21.6%
Excess return
+467.7%
Maximum drawdown
-91.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioTEAMExcessAlpha
1D+31.0%-3.5%+34.5%+32.5%
7D+39.7%-10.2%+49.9%+46.0%
30D+27.7%-5.5%+33.2%+30.4%
3M-14.8%+61.7%-76.5%-33.7%
6M-25.5%+98.5%-124.0%-48.9%
YTD-47.2%+13.0%-60.2%-54.3%
1Y-42.3%+13.5%-55.8%-50.3%
3Y+806.8%+3.6%+803.2%+646.7%
5Y+261.6%-58.4%+320.0%+294.6%
All+446.2%-21.6%+467.7%+438.0%

Cumulative growth

Daily Returns

Daily percentage return beside TEAM.

Daily Out/Under-Performance

Portfolio return minus TEAM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × TEAM 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 all: compounded portfolio wealth divided by compounded TEAM 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…

all analysis · Full analysis span regression · 6 months rolling