Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • HUT vs IR✓SelectedUSD · IRHUT vs IR performance historyLatest closeAs of+6.36%09/08
Stock and ETF performance explorer

HUT vs IR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+453.2%
IR return
+155.4%
Excess return
+297.8%
Maximum drawdown
-95.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioIRExcessAlpha
1D+6.4%-1.6%+8.0%+7.6%
7D+28.3%+0.6%+27.6%+27.7%
30D+12.3%-13.6%+25.9%+24.5%
3M-16.8%+3.7%-20.5%-20.9%
6M+111.4%-13.1%+124.4%+132.4%
YTD+116.6%-5.1%+121.7%+125.0%
1Y+290.5%-6.5%+296.9%+307.8%
3Y+792.3%+8.5%+783.8%+784.1%
5Y+94.1%+43.3%+50.8%+69.5%
All+453.2%+155.4%+297.8%+255.0%

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 10y: 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…

10y analysis · Full analysis span regression · 6 months rolling