Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • IMMP vs SPY✓SelectedUSD · SPYIMMP vs SPY performance historyLatest closeAs of-2.70%09/04
Stock and ETF performance explorer

IMMP vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-98.5%
SPY return
+612.0%
Excess return
-710.4%
Maximum drawdown
-98.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-2.7%-0.4%-2.3%-2.4%
7D-5.3%+0.1%-5.4%-5.3%
30D-7.7%+0.1%-7.7%-7.7%
3M-7.7%+2.0%-9.7%-9.0%
6M-86.8%+13.0%-99.8%-87.7%
YTD-87.4%+13.5%-101.0%-88.3%
1Y-77.8%+20.0%-97.7%-80.1%
3Y-81.2%+77.2%-158.4%-87.3%
5Y-91.8%+81.9%-173.7%-94.5%
10Y-87.3%+314.1%-401.4%-93.7%
All-98.5%+612.0%-710.4%-98.9%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling