+85.6%
IREN vs BBWI
-73.7%
+159.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.3% | +3.0% | -0.8% |
| 7D | +14.6% | -4.4% | +19.0% | +16.6% |
| 30D | +17.1% | -7.4% | +24.5% | +18.8% |
| 3M | -16.0% | -2.2% | -13.8% | -17.5% |
| 6M | +16.8% | -16.3% | +33.1% | +21.2% |
| YTD | +20.1% | -9.1% | +29.3% | +18.9% |
| 1Y | +50.3% | -34.5% | +84.8% | +68.3% |
| 3Y | +871.5% | -47.0% | +918.5% | +1,007.4% |
| All | +85.6% | -73.7% | +159.3% | +135.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling