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  • BTSGU vs SPY✓SelectedUSD · SPYBTSGU vs SPY performance historyLatest closeAs of+3.32%09/08
Stock and ETF performance explorer

BTSGU vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+405.9%
SPY return
+61.8%
Excess return
+344.0%
Maximum drawdown
-32.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D+3.3%-0.5%+3.9%+3.8%
7D+6.1%+0.5%+5.6%+5.6%
30D+0.1%-0.9%+1.1%+1.0%
3M+7.4%+3.9%+3.5%+4.0%
6M+52.0%+14.5%+37.5%+35.5%
YTD+66.6%+12.9%+53.7%+50.4%
1Y+140.5%+19.4%+121.1%+108.6%
All+405.9%+61.8%+344.0%+291.6%

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