+91.9%
IREN vs PH
+206.8%
-114.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 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% | +27.3% |
| 3M | -20.7% | +8.5% | -29.2% | -27.9% |
| 6M | +27.9% | +3.9% | +24.0% | +20.6% |
| YTD | +24.3% | +9.4% | +14.8% | +11.2% |
| 1Y | +79.2% | +26.8% | +52.4% | +33.7% |
| 3Y | +904.9% | +140.8% | +764.1% | +291.5% |
| All | +91.9% | +206.8% | -114.8% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling