+85.6%
IREN vs BWA
+64.3%
+21.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.2% |
| 7D | +14.6% | +0.1% | +14.4% | +14.5% |
| 30D | +17.1% | -5.6% | +22.7% | +22.0% |
| 3M | -16.0% | -10.7% | -5.3% | -8.3% |
| 6M | +16.8% | +23.2% | -6.4% | +4.9% |
| YTD | +20.1% | +46.0% | -25.9% | -8.1% |
| 1Y | +50.3% | +51.2% | -0.9% | +9.7% |
| 3Y | +871.5% | +69.6% | +802.0% | +528.0% |
| All | +85.6% | +64.3% | +21.3% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling