-25.7%
IREN vs BWA
+28.1%
-53.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.6% |
| 7D | -16.0% | +4.3% | -20.3% | -18.6% |
| 30D | -40.5% | -13.0% | -27.5% | -33.3% |
| 3M | -59.4% | -24.8% | -34.6% | -49.5% |
| 6M | -67.1% | -23.5% | -43.6% | -58.7% |
| YTD | -51.9% | +13.8% | -65.7% | -55.5% |
| 1Y | -62.7% | +13.4% | -76.1% | -65.6% |
| 3Y | +507.7% | +62.8% | +444.9% | +308.0% |
| All | -25.7% | +28.1% | -53.8% | -53.2% |
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