Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • IREN vs UMAC✓SelectedUSD · UMACIREN vs UMAC performance historyLatest closeAs of+7.27%09/04
Stock and ETF performance explorer

IREN vs UMAC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+438.3%
UMAC return
+494.0%
Excess return
-55.7%
Maximum drawdown
-65.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioUMACExcessAlpha
1D+7.3%-3.1%+10.3%+7.8%
7D+26.0%-0.9%+27.0%+26.2%
30D+14.9%-7.7%+22.5%+15.3%
3M-27.8%-26.4%-1.3%-25.4%
6M+1.9%+61.9%-59.9%-10.8%
YTD+18.3%+86.5%-68.2%+1.9%
1Y+71.0%+156.3%-85.3%+41.2%
All+438.3%+494.0%-55.7%+286.2%

Cumulative growth

Daily Returns

Daily percentage return beside UMAC.

Daily Out/Under-Performance

Portfolio return minus UMAC return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × UMAC 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 UMAC 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