Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • BIOX vs SPY✓SelectedUSD · SPYBIOX vs SPY performance historyLatest closeAs of+1.04%09/09
Stock and ETF performance explorer

BIOX vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-95.6%
SPY return
+222.9%
Excess return
-318.4%
Maximum drawdown
-98.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D+1.0%-0.5%+1.5%+1.3%
7D-4.6%-0.4%-4.2%-4.4%
30D+19.1%-1.4%+20.5%+20.0%
3M-2.0%+3.7%-5.7%-4.2%
6M-20.4%+13.0%-33.4%-25.9%
YTD-67.5%+12.4%-79.8%-69.5%
1Y-81.0%+18.5%-99.5%-82.6%
3Y-96.2%+77.6%-173.8%-97.2%
5Y-96.7%+81.7%-178.4%-97.7%
All-95.6%+222.9%-318.4%-97.4%

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