+71.0%
IREN vs IVZ
+56.4%
+14.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.2% |
| 7D | +26.0% | +0.6% | +25.4% | +25.3% |
| 30D | +14.9% | +4.0% | +10.9% | +10.6% |
| 3M | -27.8% | +18.2% | -46.0% | -37.6% |
| 6M | +1.9% | +32.8% | -30.9% | -19.7% |
| YTD | +18.3% | +28.7% | -10.5% | -9.6% |
| 1Y | +71.0% | +55.4% | +15.6% | +45.1% |
| All | +71.0% | +56.4% | +14.5% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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