-14.8%
IREN vs HAL
+56.5%
-71.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.4% | +2.3% | +4.5% |
| 7D | -4.0% | -0.2% | -3.8% | -3.7% |
| 30D | -40.1% | +1.0% | -41.1% | -40.2% |
| 3M | -47.6% | -2.1% | -45.5% | -47.4% |
| 6M | -62.2% | -17.5% | -44.7% | -59.9% |
| YTD | -44.8% | +18.1% | -63.0% | -49.0% |
| 1Y | -63.7% | +19.7% | -83.4% | -66.6% |
| 3Y | +604.1% | -7.9% | +612.0% | +582.8% |
| All | -14.8% | +56.5% | -71.3% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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