+85.6%
IREN vs LPLA
+112.2%
-26.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +14.6% | -1.5% | +16.1% | +15.4% |
| 30D | +17.1% | -6.0% | +23.1% | +20.5% |
| 3M | -16.0% | +21.4% | -37.4% | -25.5% |
| 6M | +16.8% | +12.1% | +4.7% | +7.1% |
| YTD | +20.1% | -1.8% | +22.0% | +19.4% |
| 1Y | +50.3% | +3.2% | +47.1% | +44.8% |
| 3Y | +871.5% | +45.9% | +825.6% | +703.0% |
| All | +85.6% | +112.2% | -26.7% | +16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling