Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TEAM vs ETHA✓SelectedUSD · ETHATEAM vs ETHA performance historyLatest closeAs of+0.75%09/09
Stock and ETF performance explorer

TEAM vs ETHA

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1.5%
ETHA return
-30.1%
Excess return
+31.6%
Maximum drawdown
-82.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioETHAExcessAlpha
1D+0.7%-0.7%+1.5%+0.9%
7D-4.7%+2.9%-7.6%-5.2%
30D+17.0%+31.4%-14.4%+11.3%
3M+85.9%+48.9%+37.0%+72.5%
6M+116.7%+20.9%+95.8%+107.6%
YTD+9.6%-17.2%+26.8%+11.2%
1Y-2.5%-42.8%+40.3%+4.7%
All+1.5%-30.1%+31.6%-6.4%

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 5y: 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…

5y analysis · Full analysis span regression · 6 months rolling