Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TSEM vs IP✓SelectedUSD · IPTSEM vs IP performance historyLatest closeAs of+7.85%09/04
Stock and ETF performance explorer

TSEM vs IP

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+253.1%
IP return
-18.9%
Excess return
+272.0%
Maximum drawdown
-40.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioIPExcessAlpha
1D+7.8%+2.2%+5.7%+8.0%
7D+6.9%-5.3%+12.2%+6.5%
30D+5.3%-10.9%+16.2%+4.4%
3M-14.9%+11.2%-26.1%-15.1%
6M+80.0%-10.2%+90.3%+81.6%
YTD+89.4%-2.0%+91.3%+92.6%
1Y+253.1%-19.1%+272.2%+253.4%
All+253.1%-18.9%+272.0%+253.4%

Cumulative growth

Daily Returns

Daily percentage return beside IP.

Daily Out/Under-Performance

Portfolio return minus IP return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IP 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 IP 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