-11.5%
IREN vs OVV
+93.3%
-104.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | -0.6% | +20.7% | +20.3% |
| 7D | -9.6% | -16.7% | +7.0% | -3.2% |
| 30D | -44.1% | -1.5% | -42.6% | -43.9% |
| 3M | -42.9% | +1.6% | -44.5% | -44.0% |
| 6M | -64.5% | +2.0% | -66.5% | -65.7% |
| YTD | -42.7% | +56.8% | -99.5% | -54.8% |
| 1Y | -67.7% | +64.8% | -132.5% | -75.2% |
| 3Y | +547.9% | +38.3% | +509.6% | +415.9% |
| All | -11.5% | +93.3% | -104.8% | -30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling