+85.6%
IREN vs ITOT
+65.6%
+20.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -1.9% |
| 7D | +14.6% | -0.4% | +14.9% | +15.6% |
| 30D | +17.1% | -1.6% | +18.7% | +22.5% |
| 3M | -16.0% | +3.5% | -19.6% | -21.3% |
| 6M | +16.8% | +13.1% | +3.7% | -10.1% |
| YTD | +20.1% | +12.7% | +7.4% | -5.1% |
| 1Y | +50.3% | +18.3% | +32.0% | +7.2% |
| 3Y | +871.5% | +76.4% | +795.1% | +212.4% |
| All | +85.6% | +65.6% | +20.0% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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