-25.7%
IREN vs BHP
+123.9%
-149.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.5% | -5.4% |
| 7D | -16.0% | -0.5% | -15.5% | -15.4% |
| 30D | -40.5% | -4.5% | -36.0% | -37.3% |
| 3M | -59.4% | -6.9% | -52.5% | -56.1% |
| 6M | -67.1% | -10.6% | -56.5% | -62.4% |
| YTD | -51.9% | +37.2% | -89.1% | -63.6% |
| 1Y | -62.7% | +48.0% | -110.7% | -73.9% |
| 3Y | +507.7% | +52.6% | +455.1% | +314.8% |
| All | -25.7% | +123.9% | -149.6% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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