Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TXN vs ELF✓SelectedUSD · ELFTXN vs ELF performance historyLatest closeAs of+1.82%09/04
Stock and ETF performance explorer

TXN vs ELF

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+41.6%
ELF return
-17.5%
Excess return
+59.1%
Maximum drawdown
-23.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioELFExcessAlpha
1D+1.8%+2.1%-0.3%+1.6%
7D-0.1%+5.4%-5.4%-0.6%
30D-6.9%+27.0%-33.9%-9.0%
3M-14.9%+113.2%-128.1%-20.6%
6M+29.0%+36.6%-7.6%+24.4%
YTD+51.5%+44.2%+7.2%+44.5%
1Y+41.6%-18.0%+59.5%+41.3%
All+41.6%-17.5%+59.1%+41.3%

Cumulative growth

Daily Returns

Daily percentage return beside ELF.

Daily Out/Under-Performance

Portfolio return minus ELF return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ELF 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 ELF 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