Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNDQ vs BTI✓SelectedUSD · BTISNDQ vs BTI performance historyLatest closeAs of-23.80%09/04
Stock and ETF performance explorer

SNDQ vs BTI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-95.7%
BTI return
-1.0%
Excess return
-94.7%
Maximum drawdown
-95.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioBTIExcessAlpha
1D-23.8%-1.1%-22.7%-20.8%
7D-30.8%-1.4%-29.4%-27.3%
30D-51.7%-6.6%-45.1%-42.1%
3M-78.0%-3.0%-75.0%-72.3%
All-95.7%-1.0%-94.7%-95.0%

Cumulative growth

Daily Returns

Daily percentage return beside BTI.

Daily Out/Under-Performance

Portfolio return minus BTI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × BTI 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 BTI 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 · Available span rolling