+78.5%
IREN vs HIG
+112.6%
-34.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.9% |
| 7D | +4.8% | -2.3% | +7.1% | +5.5% |
| 30D | +9.8% | -1.2% | +11.0% | +9.9% |
| 3M | -15.3% | +6.3% | -21.6% | -18.5% |
| 6M | +14.5% | +0.6% | +13.9% | +12.0% |
| YTD | +15.5% | +0.6% | +14.9% | +12.0% |
| 1Y | +29.8% | +6.1% | +23.7% | +20.8% |
| 3Y | +834.5% | +102.0% | +732.5% | +458.0% |
| All | +78.5% | +112.6% | -34.1% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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