-25.7%
IREN vs PH
+207.4%
-233.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -16.0% | +4.3% | -20.4% | -19.8% |
| 30D | -40.5% | +0.1% | -40.7% | -40.2% |
| 3M | -59.4% | -9.4% | -50.0% | -54.9% |
| 6M | -67.1% | +8.8% | -75.8% | -69.9% |
| YTD | -51.9% | +9.6% | -61.5% | -56.6% |
| 1Y | -62.7% | +14.4% | -77.1% | -67.9% |
| 3Y | +507.7% | +134.5% | +373.2% | +144.6% |
| All | -25.7% | +207.4% | -233.1% | -81.1% |
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