-65.0%
IREN vs LPLA
-23.1%
-41.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.0% | -3.5% | -6.0% |
| 7D | +8.0% | -2.8% | +10.8% | +8.4% |
| 30D | -44.0% | -10.2% | -33.9% | -42.5% |
| 3M | -55.4% | -22.3% | -33.1% | -51.4% |
| 6M | -65.6% | -0.5% | -65.1% | -67.5% |
| YTD | -48.4% | -17.9% | -30.6% | -43.4% |
| 1Y | -65.0% | -22.0% | -43.0% | -58.0% |
| All | -65.0% | -23.1% | -41.9% | -58.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling