+547.9%
IREN vs FIVE
+34.8%
+513.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | -0.4% | +20.4% | +20.2% |
| 7D | -9.6% | -0.3% | -9.4% | -9.7% |
| 30D | -44.1% | +17.7% | -61.7% | -47.8% |
| 3M | -42.9% | +4.0% | -46.9% | -44.2% |
| 6M | -64.5% | +2.6% | -67.1% | -65.2% |
| YTD | -42.7% | +27.6% | -70.3% | -48.2% |
| 1Y | -67.7% | +59.9% | -127.6% | -73.0% |
| 3Y | +547.9% | +35.8% | +512.1% | +461.9% |
| All | +547.9% | +34.8% | +513.1% | +461.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 3y: compounded portfolio wealth divided by compounded FIVE 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…
3y analysis · Full analysis span regression · 6 months rolling