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  • GEV vs BTSG✓SelectedUSD · BTSGGEV vs BTSG performance historyLatest closeAs of+0.01%09/04
Stock and ETF performance explorer

GEV vs BTSG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+57.7%
BTSG return
+152.4%
Excess return
-94.7%
Maximum drawdown
-24.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioBTSGExcessAlpha
1D0.0%-1.1%+1.2%+0.4%
7D+3.3%+2.7%+0.6%+2.3%
30D-7.5%-3.6%-3.8%-6.5%
3M-2.2%+5.8%-8.0%-5.4%
6M+12.1%+44.7%-32.6%-4.7%
YTD+44.4%+62.2%-17.8%+16.9%
1Y+57.7%+152.1%-94.4%+2.0%
All+57.7%+152.4%-94.7%+2.0%

Cumulative growth

Daily Returns

Daily percentage return beside BTSG.

Daily Out/Under-Performance

Portfolio return minus BTSG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × BTSG 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 BTSG 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