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Stock and ETF performance explorer

JTAI price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-100.0%
VT return
+71.1%
Excess return
-171.1%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-2.3%-0.9%-1.5%-1.7%
7D-3.1%-2.0%-1.1%-1.7%
30D-31.7%-1.4%-30.3%-30.9%
3M+78.2%+4.7%+73.4%+74.7%
6M-34.1%+11.4%-45.4%-37.4%
YTD-88.7%+13.1%-101.8%-89.4%
1Y-97.9%+19.0%-116.9%-98.1%
3Y-100.0%+73.9%-173.9%-100.0%
All-100.0%+71.1%-171.1%-100.0%

Cumulative growth

Daily Returns

Daily percentage return beside VT.

Daily Out/Under-Performance

Portfolio return minus VT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VT 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 VT 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