+507.7%
IREN vs OVV
+58.8%
+448.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.8% | -7.5% | -6.9% |
| 7D | -16.0% | +8.0% | -24.1% | -17.7% |
| 30D | -40.5% | -2.0% | -38.5% | -40.3% |
| 3M | -59.4% | +5.4% | -64.8% | -60.2% |
| 6M | -67.1% | +14.3% | -81.3% | -68.8% |
| YTD | -51.9% | +69.4% | -121.3% | -61.9% |
| 1Y | -62.7% | +72.4% | -135.0% | -70.6% |
| 3Y | +507.7% | +58.4% | +449.3% | +392.0% |
| All | +507.7% | +58.8% | +448.9% | +392.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling