Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TYD vs SPY✓SelectedUSD · SPYTYD vs SPY performance historyLatest closeAs of-0.27%09/04
Stock and ETF performance explorer

TYD vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+14.9%
SPY return
+1,120.1%
Excess return
-1,105.1%
Maximum drawdown
-64.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-0.3%-0.4%+0.1%-0.4%
7D-0.9%+0.1%-1.0%-0.9%
30D-3.1%+0.1%-3.1%-3.1%
3M-5.4%+2.0%-7.4%-4.9%
6M-12.9%+13.0%-25.9%-9.8%
YTD-11.0%+13.5%-24.5%-7.6%
1Y-11.5%+20.0%-31.4%-6.5%
3Y-8.9%+77.2%-86.1%+9.7%
5Y-55.2%+81.9%-137.0%-45.8%
10Y-44.2%+314.1%-358.2%+6.9%
All+14.9%+1,120.1%-1,105.1%+349.3%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling