Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TTD vs IR✓SelectedUSD · IRTTD vs IR performance historyLatest closeAs of-4.37%09/04
Stock and ETF performance explorer

TTD vs IR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-72.2%
IR return
-1.2%
Excess return
-71.0%
Maximum drawdown
-75.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioIRExcessAlpha
1D-4.4%+1.3%-5.6%-4.4%
7D+6.3%-2.8%+9.2%+6.3%
30D-23.9%-15.1%-8.8%-23.8%
3M-31.4%+6.1%-37.4%-30.6%
6M-42.7%-16.8%-25.9%-42.5%
YTD-62.0%-3.5%-58.4%-62.6%
1Y-72.2%-3.5%-68.7%-73.1%
All-72.2%-1.2%-71.0%-73.1%

Cumulative growth

Daily Returns

Daily percentage return beside IR.

Daily Out/Under-Performance

Portfolio return minus IR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…

1y analysis · Full analysis span regression · 6 months rolling