+78.5%
IREN vs BBWI
-74.1%
+152.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.2% |
| 7D | +4.8% | -8.0% | +12.8% | +8.3% |
| 30D | +9.8% | -6.6% | +16.4% | +11.0% |
| 3M | -15.3% | -2.7% | -12.6% | -16.6% |
| 6M | +14.5% | -12.8% | +27.3% | +16.7% |
| YTD | +15.5% | -10.5% | +26.0% | +15.0% |
| 1Y | +29.8% | -35.3% | +65.1% | +46.1% |
| 3Y | +834.5% | -47.7% | +882.2% | +971.7% |
| All | +78.5% | -74.1% | +152.6% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling