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  • ETN vs IR✓SelectedUSD · IRETN vs IR performance historyLatest closeAs of+2.75%09/08
Stock and ETF performance explorer

ETN vs IR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+561.4%
IR return
+282.2%
Excess return
+279.3%
Maximum drawdown
-44.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioIRExcessAlpha
1D+2.7%-1.6%+4.4%+3.7%
7D+8.0%+0.6%+7.4%+7.6%
30D-5.9%-13.6%+7.7%+2.2%
3M+5.0%+3.7%+1.3%+2.3%
6M+22.4%-13.1%+35.5%+31.5%
YTD+33.6%-5.1%+38.8%+35.8%
1Y+22.1%-6.5%+28.6%+24.7%
3Y+85.6%+8.5%+77.1%+72.4%
5Y+179.2%+43.3%+135.9%+120.8%
All+561.4%+282.2%+279.3%+236.3%

Cumulative growth

Daily Returns

Daily percentage return beside IR.

Daily Out/Under-Performance

Portfolio return minus IR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IR 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 IR 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