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  • ARIS vs SPY✓SelectedUSD · SPYARIS vs SPY performance historyLatest closeAs of-2.43%09/04
Stock and ETF performance explorer

ARIS vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-95.3%
SPY return
+776.7%
Excess return
-872.0%
Maximum drawdown
-99.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1990-01-01 to 2026-09-07.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-2.4%-0.4%-2.0%-2.2%
7D-1.1%+0.1%-1.2%-1.1%
30D+28.3%+0.1%+28.2%+28.4%
3M+17.0%+2.0%+15.0%+16.2%
6M-4.8%+13.0%-17.8%-10.8%
YTD+23.5%+13.5%+10.0%+15.6%
1Y+125.0%+20.0%+105.1%+104.2%
3Y+844.2%+77.2%+767.1%+586.9%
5Y+477.5%+81.9%+395.6%+311.3%
10Y+1,423.3%+314.1%+1,109.2%+581.3%
All-95.3%+776.7%-872.0%-99.2%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded SPY 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…

1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling