+78.5%
IREN vs MDLZ
+14.0%
+64.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.8% |
| 7D | +4.8% | +1.7% | +3.1% | +4.9% |
| 30D | +9.8% | +1.1% | +8.7% | +9.8% |
| 3M | -15.3% | -1.8% | -13.4% | -15.0% |
| 6M | +14.5% | +12.3% | +2.2% | +12.0% |
| YTD | +15.5% | +18.0% | -2.5% | +12.0% |
| 1Y | +29.8% | +3.8% | +26.0% | +28.5% |
| 3Y | +834.5% | -2.4% | +836.9% | +816.7% |
| All | +78.5% | +14.0% | +64.5% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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