-25.7%
IREN vs OVV
+108.8%
-134.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.8% | -7.5% | -7.0% |
| 7D | -16.0% | +8.0% | -24.1% | -18.5% |
| 30D | -40.5% | -2.0% | -38.5% | -40.2% |
| 3M | -59.4% | +5.4% | -64.8% | -60.6% |
| 6M | -67.1% | +14.3% | -81.3% | -69.5% |
| YTD | -51.9% | +69.4% | -121.3% | -63.1% |
| 1Y | -62.7% | +72.4% | -135.0% | -71.7% |
| 3Y | +507.7% | +58.4% | +449.3% | +357.6% |
| All | -25.7% | +108.8% | -134.5% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling