+78.5%
IREN vs ITUB
+217.2%
-138.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.5% | -5.5% |
| 7D | +4.8% | +1.0% | +3.8% | +4.1% |
| 30D | +9.8% | +10.7% | -0.9% | +2.9% |
| 3M | -15.3% | +10.1% | -25.4% | -19.8% |
| 6M | +14.5% | -0.1% | +14.6% | +15.6% |
| YTD | +15.5% | +18.4% | -2.9% | +7.4% |
| 1Y | +29.8% | +31.3% | -1.5% | +13.2% |
| 3Y | +834.5% | +124.6% | +709.9% | +495.6% |
| All | +78.5% | +217.2% | -138.7% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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