Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TBBB vs SPY✓SelectedUSD · SPYTBBB vs SPY performance historyLatest closeAs of-0.62%09/10
Stock and ETF performance explorer

TBBB vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+169.5%
SPY return
+56.5%
Excess return
+113.0%
Maximum drawdown
-29.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-0.6%-0.6%0.0%-0.3%
7D+3.3%-2.0%+5.3%+4.6%
30D+23.9%-1.7%+25.5%+25.2%
3M+27.9%+4.7%+23.2%+24.3%
6M+52.4%+12.5%+39.9%+40.7%
YTD+53.8%+11.7%+42.0%+42.5%
1Y+105.0%+17.5%+87.6%+84.1%
All+169.5%+56.5%+113.0%+93.4%

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 3y: 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…

3y analysis · Full analysis span regression · 6 months rolling