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  • BENF vs SPY✓SelectedUSD · SPYBENF vs SPY performance historyLatest closeAs of-27.86%09/10
Stock and ETF performance explorer

BENF vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-71.9%
SPY return
+17.2%
Excess return
-89.2%
Maximum drawdown
-89.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-27.9%-0.6%-27.3%-27.6%
7D-43.6%-2.0%-41.6%-43.2%
30D-55.9%-1.7%-54.3%-55.6%
3M-64.9%+4.7%-69.6%-65.1%
6M-68.1%+12.5%-80.6%-69.3%
YTD-82.8%+11.7%-94.5%-83.3%
1Y-71.9%+17.5%-89.4%-74.0%
All-71.9%+17.2%-89.2%-74.0%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling