-25.7%
IREN vs BEN
+30.5%
-56.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.2% | -7.2% |
| 7D | -16.0% | +6.8% | -22.8% | -22.0% |
| 30D | -40.5% | +18.0% | -58.5% | -49.9% |
| 3M | -59.4% | +7.5% | -66.9% | -62.3% |
| 6M | -67.1% | +14.7% | -81.8% | -71.3% |
| YTD | -51.9% | +56.1% | -108.0% | -70.4% |
| 1Y | -62.7% | +69.6% | -132.2% | -79.0% |
| 3Y | +507.7% | +87.7% | +420.0% | +192.7% |
| All | -25.7% | +30.5% | -56.2% | -50.0% |
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