Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MBOT vs SPY✓SelectedUSD · SPYMBOT vs SPY performance historyLatest closeAs of0.00%09/04
Stock and ETF performance explorer

MBOT vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-100.0%
SPY return
+3,091.8%
Excess return
-3,191.8%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D0.0%-0.4%+0.4%+0.3%
7D-2.7%+0.1%-2.8%-2.8%
30D-22.2%+0.1%-22.2%-22.1%
3M-26.5%+2.0%-28.5%-27.5%
6M-41.2%+13.0%-54.2%-46.6%
YTD-28.0%+13.5%-41.5%-34.7%
1Y-57.3%+20.0%-77.2%-62.7%
3Y-34.2%+77.2%-111.4%-56.7%
5Y-80.4%+81.9%-162.3%-87.3%
10Y-99.3%+314.1%-413.4%-99.8%
All-100.0%+3,091.8%-3,191.8%-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