+78.5%
IREN vs BWA
+65.3%
+13.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.5% | -4.3% |
| 7D | +4.8% | -0.1% | +4.8% | +4.8% |
| 30D | +9.8% | -5.5% | +15.3% | +14.2% |
| 3M | -15.3% | -7.6% | -7.7% | -9.7% |
| 6M | +14.5% | +25.0% | -10.5% | +1.8% |
| YTD | +15.5% | +47.0% | -31.4% | -12.1% |
| 1Y | +29.8% | +54.0% | -24.2% | -6.5% |
| 3Y | +834.5% | +70.7% | +763.8% | +501.1% |
| All | +78.5% | +65.3% | +13.1% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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