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

TSEM vs SW

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+655.5%
SW return
+19.6%
Excess return
+635.9%
Maximum drawdown
-45.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioSWExcessAlpha
1D+7.8%+1.3%+6.6%+7.6%
7D+6.9%-5.1%+12.0%+8.2%
30D+5.3%-4.6%+9.9%+6.3%
3M-14.9%+9.4%-24.3%-17.4%
6M+80.0%+3.5%+76.5%+76.4%
YTD+89.4%+22.0%+67.3%+75.8%
1Y+253.1%+2.2%+250.9%+243.6%
All+655.5%+19.6%+635.9%+588.2%

Cumulative growth

Daily Returns

Daily percentage return beside SW.

Daily Out/Under-Performance

Portfolio return minus SW return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SW 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 3y: compounded portfolio wealth divided by compounded SW 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…

3y analysis · Full analysis span regression · 6 months rolling