+91.9%
IREN vs IWD
+67.9%
+24.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.8% | +5.9% | +7.0% |
| 7D | +27.5% | -0.2% | +27.6% | +27.8% |
| 30D | +13.8% | -0.8% | +14.6% | +15.4% |
| 3M | -20.7% | +8.0% | -28.7% | -35.0% |
| 6M | +27.9% | +18.2% | +9.7% | -13.4% |
| YTD | +24.3% | +22.3% | +1.9% | -21.7% |
| 1Y | +79.2% | +28.9% | +50.3% | +0.3% |
| 3Y | +904.9% | +71.5% | +833.4% | +215.4% |
| All | +91.9% | +67.9% | +24.0% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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