-11.5%
IREN vs LITE
+501.2%
-512.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | +5.7% | +14.4% | +17.0% |
| 7D | -9.6% | -35.9% | +26.3% | +14.2% |
| 30D | -44.1% | -51.5% | +7.5% | -18.3% |
| 3M | -42.9% | -35.7% | -7.2% | -29.2% |
| 6M | -64.5% | -43.0% | -21.6% | -54.8% |
| YTD | -42.7% | +46.1% | -88.8% | -61.9% |
| 1Y | -67.7% | +124.7% | -192.4% | -84.0% |
| 3Y | +547.9% | +1,172.1% | -624.2% | -20.3% |
| All | -11.5% | +501.2% | -512.7% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 LITE 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