Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TROO vs SPY✓SelectedUSD · SPYTROO vs SPY performance historyLatest closeAs of+3.70%09/04
Stock and ETF performance explorer

TROO vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+121.8%
SPY return
+20.8%
Excess return
+100.9%
Maximum drawdown
-67.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D+3.7%-0.4%+4.1%+4.5%
7D+4.2%+0.1%+4.1%+3.7%
30D+13.7%+0.1%+13.7%+13.4%
3M-35.1%+2.0%-37.1%-36.0%
6M-21.4%+13.0%-34.4%-33.7%
YTD-30.0%+13.5%-43.5%-40.1%
1Y+121.8%+20.0%+101.8%+102.1%
All+121.8%+20.8%+100.9%+102.1%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling