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  • HUT vs IR✓SelectedUSD · IRHUT vs IR performance historyLatest closeAs of+6.19%09/04
Stock and ETF performance explorer

HUT vs IR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+420.1%
IR return
+159.6%
Excess return
+260.5%
Maximum drawdown
-95.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioIRExcessAlpha
1D+6.2%+1.3%+4.9%+5.3%
7D+17.8%-2.8%+20.6%+20.3%
30D+0.8%-15.1%+16.0%+13.5%
3M-26.8%+6.1%-32.8%-31.5%
6M+72.6%-16.8%+89.4%+96.6%
YTD+103.6%-3.5%+107.2%+109.2%
1Y+265.3%-3.5%+268.8%+273.0%
3Y+689.4%+9.5%+679.9%+677.2%
5Y+75.3%+45.1%+30.3%+51.7%
All+420.1%+159.6%+260.5%+230.0%

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 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