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  • ETN vs BBWI✓SelectedUSD · BBWIETN vs BBWI performance historyLatest closeAs of+2.75%09/08
Stock and ETF performance explorer

ETN vs BBWI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+20,513.9%
BBWI return
+999.2%
Excess return
+19,514.7%
Maximum drawdown
-68.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioBBWIExcessAlpha
1D+2.7%-3.1%+5.9%+3.5%
7D+8.0%+1.6%+6.5%+7.6%
30D-5.9%-6.2%+0.3%-4.9%
3M+5.0%+4.3%+0.6%+2.6%
6M+22.4%-7.2%+29.6%+21.9%
YTD+33.6%-3.0%+36.7%+30.9%
1Y+22.1%-30.8%+52.9%+28.5%
3Y+85.6%-43.4%+129.0%+95.7%
5Y+179.2%-66.7%+246.0%+221.5%
10Y+687.3%-55.7%+743.0%+596.8%
All+20,513.9%+999.2%+19,514.7%+7,463.9%

Cumulative growth

Daily Returns

Daily percentage return beside BBWI.

Daily Out/Under-Performance

Portfolio return minus BBWI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × BBWI 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 BBWI 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