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  • ARTL vs SPY✓SelectedUSD · SPYARTL vs SPY performance historyLatest closeAs of-2.89%09/04
Stock and ETF performance explorer

ARTL vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.9%
SPY return
+190.0%
Excess return
-290.0%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-2.9%-0.4%-2.5%-2.6%
7D+1.2%+0.1%+1.1%+1.1%
30D-10.6%+0.1%-10.7%-10.7%
3M-53.1%+2.0%-55.1%-53.8%
6M-81.4%+13.0%-94.4%-83.1%
YTD-81.7%+13.5%-95.2%-83.4%
1Y-94.9%+20.0%-114.8%-95.6%
3Y-98.0%+77.2%-175.2%-98.9%
5Y-99.7%+81.9%-181.6%-99.8%
All-99.9%+190.0%-290.0%-100.0%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling