+78.5%
IREN vs LQD
-3.5%
+82.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -2.0% |
| 7D | +4.8% | -1.1% | +5.9% | +7.1% |
| 30D | +9.8% | -1.1% | +10.9% | +12.5% |
| 3M | -15.3% | -2.3% | -12.9% | -10.7% |
| 6M | +14.5% | -2.9% | +17.4% | +22.8% |
| YTD | +15.5% | -2.3% | +17.9% | +22.7% |
| 1Y | +29.8% | -2.2% | +31.9% | +37.2% |
| 3Y | +834.5% | +14.0% | +820.5% | +632.9% |
| All | +78.5% | -3.5% | +82.0% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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