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  • STX vs TPG✓SelectedUSD · TPGSTX vs TPG performance historyLatest closeAs of-2.04%09/09
Stock and ETF performance explorer

STX vs TPG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+814.2%
TPG return
+78.6%
Excess return
+735.6%
Maximum drawdown
-55.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioTPGExcessAlpha
1D-2.0%-3.9%+1.9%-0.6%
7D+9.6%-6.5%+16.1%+12.1%
30D+10.6%+0.1%+10.5%+9.9%
3M+4.8%+14.5%-9.7%-1.6%
6M+137.3%+17.3%+119.9%+119.2%
YTD+222.5%-20.5%+243.0%+245.2%
1Y+366.2%-13.2%+379.5%+378.3%
3Y+1,352.9%+87.7%+1,265.2%+934.0%
All+814.2%+78.6%+735.6%+518.2%

Cumulative growth

Daily Returns

Daily percentage return beside TPG.

Daily Out/Under-Performance

Portfolio return minus TPG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × TPG 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 TPG 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