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

TEAM vs MSTZ

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+12.8%
MSTZ return
-29.5%
Excess return
+42.2%
Maximum drawdown
-68.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioMSTZExcessAlpha
1D-2.6%+2.6%-5.2%-2.4%
7D-0.4%-29.7%+29.3%-2.8%
30D+67.3%-65.3%+132.6%+55.2%
3M+86.8%-57.3%+144.1%+79.3%
6M+146.8%-61.6%+208.5%+141.0%
YTD+16.9%-78.3%+95.2%+15.6%
1Y+12.8%-30.2%+43.0%+21.5%
All+12.8%-29.5%+42.2%+21.5%

Cumulative growth

Daily Returns

Daily percentage return beside MSTZ.

Daily Out/Under-Performance

Portfolio return minus MSTZ return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MSTZ 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 MSTZ 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 · 6 months rolling