-67.4%
IREN vs IVV
+14.7%
-82.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +1.6% | -12.9% | -17.6% |
| 7D | -24.7% | -0.7% | -24.0% | -22.7% |
| 30D | -46.4% | -1.0% | -45.3% | -43.3% |
| 3M | -46.9% | -0.3% | -46.5% | -45.3% |
| 6M | -56.1% | +7.4% | -63.5% | -64.7% |
| YTD | -42.5% | +13.4% | -55.9% | -60.4% |
| 1Y | -67.4% | +14.8% | -82.2% | -78.4% |
| All | -67.4% | +14.7% | -82.1% | -78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 1y: compounded portfolio wealth divided by compounded IVV 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…
1y analysis · Full analysis span regression · 6 months rolling