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  • TPR vs FGI✓SelectedUSD · FGITPR vs FGI performance historyLatest closeAs of0.00%09/04
Stock and ETF performance explorer

TPR vs FGI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-21.4%
FGI return
+64.6%
Excess return
-86.0%
Maximum drawdown
-25.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioFGIExcessAlpha
1D0.0%+7.5%-7.5%+0.8%
7D-2.3%+0.5%-2.8%-2.2%
30D-23.0%+65.4%-88.4%-11.9%
All-21.4%+64.6%-86.0%-10.4%

Cumulative growth

Daily Returns

Daily percentage return beside FGI.

Daily Out/Under-Performance

Portfolio return minus FGI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FGI 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 1mo: compounded portfolio wealth divided by compounded FGI 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…

1mo analysis · Full analysis span regression · Available span rolling