+85.6%
IREN vs DUK
+46.1%
+39.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.7% | -3.6% |
| 7D | +14.6% | -0.1% | +14.7% | +14.5% |
| 30D | +17.1% | +0.2% | +16.9% | +17.2% |
| 3M | -16.0% | -1.9% | -14.1% | -16.4% |
| 6M | +16.8% | -6.5% | +23.3% | +15.2% |
| YTD | +20.1% | +5.4% | +14.7% | +22.0% |
| 1Y | +50.3% | +3.6% | +46.7% | +52.3% |
| 3Y | +871.5% | +48.1% | +823.4% | +900.0% |
| All | +85.6% | +46.1% | +39.5% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 all: compounded portfolio wealth divided by compounded DUK 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…
all analysis · Full analysis span regression · 6 months rolling