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  • DUOG vs SPY✓SelectedUSD · SPYDUOG vs SPY performance historyLatest closeAs of-5.79%09/04
Stock and ETF performance explorer

DUOG vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-59.5%
SPY return
+13.3%
Excess return
-72.9%
Maximum drawdown
-83.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-5.8%-0.4%-5.4%-5.5%
7D+9.4%+0.1%+9.3%+9.3%
30D+22.2%+0.1%+22.1%+22.3%
3M+74.3%+2.0%+72.4%+73.5%
6M+101.8%+13.0%+88.8%+62.7%
YTD-46.2%+13.5%-59.7%-56.9%
All-59.5%+13.3%-72.9%-66.9%

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