Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ETHA vs BTG✓SelectedUSD · BTGETHA vs BTG performance historyLatest closeAs of-2.63%09/04
Stock and ETF performance explorer

ETHA vs BTG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-42.7%
BTG return
+38.4%
Excess return
-81.0%
Maximum drawdown
-67.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioBTGExcessAlpha
1D-2.6%-1.4%-1.2%-2.2%
7D+0.8%-0.9%+1.7%+1.0%
30D+27.9%+36.8%-8.9%+16.1%
3M+38.3%+23.1%+15.2%+29.4%
6M+14.0%+3.5%+10.5%+10.9%
YTD-17.4%+25.5%-42.9%-24.1%
1Y-42.7%+40.1%-82.8%-47.1%
All-42.7%+38.4%-81.0%-47.1%

Cumulative growth

Daily Returns

Daily percentage return beside BTG.

Daily Out/Under-Performance

Portfolio return minus BTG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × BTG 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 BTG 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