Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TSLA vs SFM✓SelectedUSD · SFMTSLA vs SFM performance historyLatest closeAs of-5.92%09/04
Stock and ETF performance explorer

TSLA vs SFM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+3,818.3%
SFM return
+132.6%
Excess return
+3,685.7%
Maximum drawdown
-73.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSFMExcessAlpha
1D-5.9%+2.9%-8.8%-6.4%
7D+1.5%-0.1%+1.6%+1.5%
30D+10.1%-4.4%+14.5%+10.7%
3M-15.4%+1.5%-16.9%-16.2%
6M-12.8%+6.5%-19.3%-14.8%
YTD-21.3%+2.2%-23.4%-22.7%
1Y+4.6%-41.9%+46.5%+13.0%
3Y+44.5%+106.8%-62.2%+25.3%
5Y+44.8%+231.6%-186.8%+13.9%
10Y+2,585.4%+258.4%+2,327.0%+1,882.3%
All+3,818.3%+132.6%+3,685.7%+3,535.6%

Cumulative growth

Daily Returns

Daily percentage return beside SFM.

Daily Out/Under-Performance

Portfolio return minus SFM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SFM 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 SFM 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