+79.3%
IREN vs AGG
-1.0%
+80.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -1.9% | -1.1% | -0.9% | -0.3% |
| 30D | +0.4% | -1.1% | +1.5% | +2.3% |
| 3M | -22.7% | -1.9% | -20.8% | -20.3% |
| 6M | +4.4% | -1.7% | +6.1% | +7.9% |
| YTD | +16.0% | -1.3% | +17.3% | +19.3% |
| 1Y | +33.4% | -0.7% | +34.2% | +36.0% |
| 3Y | +948.6% | +12.5% | +936.1% | +773.5% |
| All | +79.3% | -1.0% | +80.3% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 5y: compounded portfolio wealth divided by compounded AGG 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…
5y analysis · Full analysis span regression · 6 months rolling