+85.6%
IREN vs BEN
+22.4%
+63.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -1.8% |
| 7D | +14.6% | +3.4% | +11.2% | +11.0% |
| 30D | +17.1% | +1.8% | +15.3% | +15.2% |
| 3M | -16.0% | +8.4% | -24.4% | -22.3% |
| 6M | +16.8% | +35.6% | -18.8% | -14.9% |
| YTD | +20.1% | +46.4% | -26.2% | -21.0% |
| 1Y | +50.3% | +46.3% | +4.0% | -1.6% |
| 3Y | +871.5% | +54.6% | +816.9% | +491.5% |
| All | +85.6% | +22.4% | +63.2% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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