+944.0%
IREN vs LPLA
+43.8%
+900.2%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.4% |
| 7D | +4.8% | -3.7% | +8.4% | +7.0% |
| 30D | +9.8% | -6.4% | +16.2% | +13.6% |
| 3M | -15.3% | +20.2% | -35.5% | -25.8% |
| 6M | +14.5% | +12.8% | +1.6% | +3.1% |
| YTD | +15.5% | -2.5% | +18.0% | +15.9% |
| 1Y | +29.8% | +1.9% | +27.8% | +25.8% |
| All | +944.0% | +43.8% | +900.2% | +956.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling