Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SDST vs SPY✓SelectedUSD · SPYSDST vs SPY performance historyLatest closeAs of-10.53%09/04
Stock and ETF performance explorer

SDST vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.8%
SPY return
+118.0%
Excess return
-217.8%
Maximum drawdown
-99.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-10.5%-0.4%-10.1%-10.4%
7D-55.3%+0.1%-55.4%-55.4%
30D-73.1%+0.1%-73.1%-73.1%
3M-92.2%+2.0%-94.2%-92.2%
6M-95.1%+13.0%-108.1%-95.3%
YTD-94.4%+13.5%-108.0%-94.7%
1Y-94.5%+20.0%-114.5%-94.8%
3Y-99.8%+77.2%-177.0%-99.9%
5Y-99.8%+81.9%-181.7%-99.8%
All-99.8%+118.0%-217.8%-99.8%

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