+85.6%
IREN vs IONS
+72.5%
+13.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.8% |
| 7D | +14.6% | -8.7% | +23.2% | +19.1% |
| 30D | +17.1% | -1.6% | +18.7% | +17.5% |
| 3M | -16.0% | -24.9% | +8.9% | -7.5% |
| 6M | +16.8% | -25.7% | +42.5% | +28.9% |
| YTD | +20.1% | -29.2% | +49.3% | +35.6% |
| 1Y | +50.3% | -13.0% | +63.3% | +53.2% |
| 3Y | +871.5% | +35.9% | +835.6% | +635.3% |
| All | +85.6% | +72.5% | +13.0% | +8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling