Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TSM vs EXPE✓SelectedUSD · EXPETSM vs EXPE performance historyLatest closeAs of+2.85%09/04
Stock and ETF performance explorer

TSM vs EXPE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+9,107.9%
EXPE return
+851.4%
Excess return
+8,256.4%
Maximum drawdown
-56.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEXPEExcessAlpha
1D+2.9%-1.7%+4.5%+3.3%
7D+2.7%-9.5%+12.3%+5.4%
30D+3.6%-6.6%+10.2%+5.1%
3M-3.4%+31.4%-34.8%-11.4%
6M+20.6%+35.2%-14.6%+8.8%
YTD+41.9%+5.8%+36.1%+35.8%
1Y+84.4%+38.7%+45.7%+62.0%
3Y+380.2%+175.8%+204.4%+236.6%
5Y+275.3%+111.8%+163.5%+171.9%
10Y+1,751.4%+179.7%+1,571.7%+1,022.3%
All+9,107.9%+851.4%+8,256.4%+2,438.0%

Cumulative growth

Daily Returns

Daily percentage return beside EXPE.

Daily Out/Under-Performance

Portfolio return minus EXPE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EXPE 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 EXPE 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