Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • IREN vs FDS✓SelectedUSD · FDSIREN vs FDS performance historyLatest closeAs of-3.32%09/09
Stock and ETF performance explorer

IREN vs FDS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+85.6%
FDS return
-36.0%
Excess return
+121.6%
Maximum drawdown
-95.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioFDSExcessAlpha
1D-3.3%-3.4%+0.1%-2.9%
7D+14.6%-8.8%+23.4%+15.7%
30D+17.1%-1.4%+18.5%+17.0%
3M-16.0%+13.9%-29.9%-19.4%
6M+16.8%+27.4%-10.6%+6.3%
YTD+20.1%-2.5%+22.6%+21.0%
1Y+50.3%-23.8%+74.1%+71.9%
3Y+871.5%-32.5%+904.0%+1,077.0%
All+85.6%-36.0%+121.6%+127.9%

Cumulative growth

Daily Returns

Daily percentage return beside FDS.

Daily Out/Under-Performance

Portfolio return minus FDS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FDS 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 FDS 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