Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • GLBS vs SPY✓SelectedUSD · SPYGLBS vs SPY performance historyLatest closeAs of-1.86%09/04
Stock and ETF performance explorer

GLBS vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-100.0%
SPY return
+727.2%
Excess return
-827.2%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-1.9%-0.4%-1.5%-1.6%
7D+4.2%+0.1%+4.1%+4.1%
30D+24.7%+0.1%+24.6%+24.6%
3M+74.1%+2.0%+72.1%+72.4%
6M+85.4%+13.0%+72.4%+72.1%
YTD+110.9%+13.5%+97.3%+95.1%
1Y+261.8%+20.0%+241.8%+224.2%
3Y+314.6%+77.2%+237.4%+184.1%
5Y+16.0%+81.9%-65.8%-21.6%
10Y-99.9%+314.1%-413.9%-99.9%
All-100.0%+727.2%-827.2%-100.0%

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