+85.6%
IREN vs COST
+80.3%
+5.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.8% |
| 7D | +14.6% | -2.8% | +17.4% | +16.7% |
| 30D | +17.1% | -5.3% | +22.4% | +20.8% |
| 3M | -16.0% | -6.7% | -9.3% | -13.7% |
| 6M | +16.8% | -9.9% | +26.8% | +21.0% |
| YTD | +20.1% | +5.1% | +15.0% | +8.2% |
| 1Y | +50.3% | -7.3% | +57.6% | +50.8% |
| 3Y | +871.5% | +70.4% | +801.1% | +459.0% |
| All | +85.6% | +80.3% | +5.3% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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