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  • LVS vs IRM✓SelectedUSD · IRMLVS vs IRM performance historyLatest closeAs of-0.31%09/04
Stock and ETF performance explorer

LVS vs IRM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+52.3%
IRM return
+1,491.4%
Excess return
-1,439.2%
Maximum drawdown
-99.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioIRMExcessAlpha
1D-0.3%+1.6%-1.9%-1.1%
7D-1.5%-0.5%-1.0%-1.3%
30D-3.2%-8.1%+4.9%+0.3%
3M-12.0%-9.7%-2.3%-8.5%
6M-19.9%+10.0%-29.9%-25.0%
YTD-30.6%+43.0%-73.6%-43.6%
1Y-17.7%+32.7%-50.4%-31.3%
3Y-14.2%+102.7%-116.9%-45.5%
5Y+9.6%+187.6%-177.9%-44.5%
10Y+5.7%+420.1%-414.4%-65.6%
All+52.3%+1,491.4%-1,439.2%-76.9%

Cumulative growth

Daily Returns

Daily percentage return beside IRM.

Daily Out/Under-Performance

Portfolio return minus IRM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IRM 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 IRM 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