+78.5%
IREN vs LPLA
+110.8%
-32.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.5% |
| 7D | +4.8% | -3.7% | +8.4% | +6.8% |
| 30D | +9.8% | -6.4% | +16.2% | +13.2% |
| 3M | -15.3% | +20.2% | -35.5% | -24.5% |
| 6M | +14.5% | +12.8% | +1.6% | +4.5% |
| YTD | +15.5% | -2.5% | +18.0% | +15.3% |
| 1Y | +29.8% | +1.9% | +27.8% | +25.9% |
| 3Y | +834.5% | +45.0% | +789.5% | +675.3% |
| All | +78.5% | +110.8% | -32.3% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded LPLA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling