Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ILLR vs SPY✓SelectedUSD · SPYILLR vs SPY performance historyLatest closeAs of-10.69%09/08
Stock and ETF performance explorer

ILLR vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-94.7%
SPY return
+77.4%
Excess return
-172.0%
Maximum drawdown
-99.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-10.7%-0.5%-10.1%-9.7%
7D-17.3%+0.5%-17.9%-18.2%
30D-30.8%-0.9%-29.8%-29.5%
3M-75.5%+3.9%-79.3%-77.5%
6M-58.5%+14.5%-73.0%-67.8%
YTD+153.1%+12.9%+140.2%+104.0%
1Y-84.6%+19.4%-104.0%-87.9%
All-94.7%+77.4%-172.0%-97.3%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…

3y analysis · Full analysis span regression · 6 months rolling