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

IREN vs HL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+985.4%
HL return
+418.2%
Excess return
+567.2%
Maximum drawdown
-65.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioHLExcessAlpha
1D-3.3%+1.9%-5.2%-4.0%
7D+14.6%+0.4%+14.2%+14.3%
30D+17.1%+18.8%-1.7%+10.1%
3M-16.0%+43.7%-59.7%-26.0%
6M+16.8%-1.0%+17.9%+14.6%
YTD+20.1%+8.7%+11.4%+13.9%
1Y+50.3%+105.0%-54.7%+13.2%
All+985.4%+418.2%+567.2%+482.7%

Cumulative growth

Daily Returns

Daily percentage return beside HL.

Daily Out/Under-Performance

Portfolio return minus HL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × HL 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 HL 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