Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SPYM vs ETHA✓SelectedUSD · ETHASPYM vs ETHA performance historyLatest closeAs of-0.47%09/09
Stock and ETF performance explorer

SPYM vs ETHA

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+41.2%
ETHA return
-30.1%
Excess return
+71.3%
Maximum drawdown
-18.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioETHAExcessAlpha
1D-0.5%-0.7%+0.3%-0.4%
7D-0.4%+2.9%-3.3%-0.7%
30D-1.4%+31.4%-32.8%-4.6%
3M+3.7%+48.9%-45.1%-1.3%
6M+13.0%+20.9%-7.8%+9.9%
YTD+12.5%-17.2%+29.6%+13.3%
1Y+18.6%-42.8%+61.4%+23.9%
All+41.2%-30.1%+71.3%+36.0%

Cumulative growth

Daily Returns

Daily percentage return beside ETHA.

Daily Out/Under-Performance

Portfolio return minus ETHA return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ETHA 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 ETHA 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