Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NBIS vs TAP✓SelectedUSD · TAPNBIS vs TAP performance historyLatest closeAs of-5.09%09/10
Stock and ETF performance explorer

NBIS vs TAP

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,040.6%
TAP return
-25.6%
Excess return
+1,066.2%
Maximum drawdown
-58.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioTAPExcessAlpha
1D-5.1%-0.1%-5.0%-5.2%
7D+8.3%-5.3%+13.5%+4.0%
30D+18.1%-7.4%+25.4%+12.0%
3M+7.8%-4.9%+12.7%+7.3%
6M+136.6%-14.2%+150.8%+129.0%
YTD+172.5%-14.8%+187.3%+162.8%
1Y+144.3%-18.1%+162.4%+132.1%
All+1,040.6%-25.6%+1,066.2%+966.3%

Cumulative growth

Daily Returns

Daily percentage return beside TAP.

Daily Out/Under-Performance

Portfolio return minus TAP return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × TAP 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 10y: compounded portfolio wealth divided by compounded TAP 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…

10y analysis · Full analysis span regression · 6 months rolling