Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TEAM vs ALL✓SelectedUSD · ALLTEAM vs ALL performance historyLatest closeAs of-2.62%09/04
Stock and ETF performance explorer

TEAM vs ALL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+86.8%
ALL return
+23.0%
Excess return
+63.8%
Maximum drawdown
-26.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioALLExcessAlpha
1D-2.6%-1.3%-1.3%-2.7%
7D-0.4%0.0%-0.5%-0.4%
30D+67.3%-1.5%+68.8%+62.3%
3M+86.8%+23.6%+63.2%+58.4%
All+86.8%+23.0%+63.8%+58.4%

Cumulative growth

Daily Returns

Daily percentage return beside ALL.

Daily Out/Under-Performance

Portfolio return minus ALL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ALL 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 3mo: compounded portfolio wealth divided by compounded ALL 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…

3mo analysis · Full analysis span regression · Available span rolling