+91.9%
IREN vs LQD
-2.5%
+94.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | +27.5% | +0.2% | +27.2% | +26.9% |
| 30D | +13.8% | -0.6% | +14.4% | +15.4% |
| 3M | -20.7% | -1.2% | -19.5% | -18.4% |
| 6M | +27.9% | -1.9% | +29.8% | +34.5% |
| YTD | +24.3% | -1.3% | +25.5% | +29.2% |
| 1Y | +79.2% | -1.0% | +80.2% | +85.0% |
| 3Y | +904.9% | +15.2% | +889.7% | +671.4% |
| All | +91.9% | -2.5% | +94.4% | +72.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling