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  • TPR vs XME✓SelectedUSD · XMETPR vs XME performance historyLatest closeAs of-0.38%09/04
Stock and ETF performance explorer

TPR vs XME

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+16.9%
XME return
+46.4%
Excess return
-29.5%
Maximum drawdown
-25.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioXMEExcessAlpha
1D-0.4%+0.2%-0.6%-0.4%
7D-2.7%-0.1%-2.6%-2.7%
30D-23.3%+6.0%-29.2%-24.8%
3M-12.8%-7.7%-5.1%-10.6%
6M-21.7%+1.0%-22.7%-22.8%
YTD-3.9%+14.6%-18.5%-11.2%
1Y+16.9%+46.0%-29.0%-5.3%
All+16.9%+46.4%-29.5%-5.3%

Cumulative growth

Daily Returns

Daily percentage return beside XME.

Daily Out/Under-Performance

Portfolio return minus XME return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × XME 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 XME 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