+32.8%
IREN vs IYR
+5.4%
+27.4%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -4.0% |
| 7D | +4.8% | -2.8% | +7.6% | +4.0% |
| 30D | +9.8% | -2.5% | +12.3% | +9.1% |
| 3M | -15.3% | -3.0% | -12.3% | -16.9% |
| 6M | +14.5% | +1.6% | +12.8% | +8.4% |
| YTD | +15.5% | +7.3% | +8.2% | +11.4% |
| All | +32.8% | +5.4% | +27.4% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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