+82.7%
IREN vs IONS
+78.9%
+3.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.3% | +7.3% |
| 7D | +26.0% | -4.8% | +30.9% | +28.7% |
| 30D | +14.9% | +7.2% | +7.7% | +11.0% |
| 3M | -27.8% | -22.7% | -5.1% | -21.5% |
| 6M | +1.9% | -26.9% | +28.8% | +13.9% |
| YTD | +18.3% | -26.6% | +44.9% | +31.4% |
| 1Y | +71.0% | -2.1% | +73.1% | +65.1% |
| 3Y | +882.0% | +43.4% | +838.5% | +624.0% |
| All | +82.7% | +78.9% | +3.8% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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