Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • FICO vs IRE✓SelectedUSD · IREFICO vs IRE performance historyLatest closeAs of-16.68%09/04
Stock and ETF performance explorer

FICO vs IRE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-11.0%
IRE return
+15.7%
Excess return
-26.6%
Maximum drawdown
-20.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioIREExcessAlpha
1D-16.7%+14.0%-30.7%-15.9%
7D-19.2%+54.8%-74.0%-18.8%
30D-14.6%+18.4%-33.0%-13.9%
All-11.0%+15.7%-26.6%-10.1%

Cumulative growth

Daily Returns

Daily percentage return beside IRE.

Daily Out/Under-Performance

Portfolio return minus IRE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IRE 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 1mo: compounded portfolio wealth divided by compounded IRE 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…

1mo analysis · Full analysis span regression · Available span rolling