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  • IREN vs PH✓SelectedUSD · PHIREN vs PH performance historyLatest closeAs of+5.04%09/08
Stock and ETF performance explorer

IREN vs PH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+904.9%
PH return
+141.1%
Excess return
+763.9%
Maximum drawdown
-65.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioPHExcessAlpha
1D+5.0%-0.7%+5.7%+5.7%
7D+27.5%+0.4%+27.1%+26.9%
30D+13.8%-10.8%+24.6%+27.4%
3M-20.7%+8.5%-29.2%-28.0%
6M+27.9%+3.9%+24.0%+20.4%
YTD+24.3%+9.4%+14.8%+10.8%
1Y+79.2%+26.8%+52.4%+31.9%
3Y+904.9%+140.8%+764.1%+248.7%
All+904.9%+141.1%+763.9%+248.7%

Cumulative growth

Daily Returns

Daily percentage return beside PH.

Daily Out/Under-Performance

Portfolio return minus PH return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PH 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 PH 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