+71.0%
IREN vs PHM
-6.9%
+77.9%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +26.0% | -3.2% | +29.2% | +25.9% |
| 30D | +14.9% | -6.4% | +21.3% | +14.6% |
| 3M | -27.8% | +5.5% | -33.3% | -29.2% |
| 6M | +1.9% | -5.4% | +7.4% | -4.0% |
| YTD | +18.3% | +6.6% | +11.7% | +17.4% |
| 1Y | +71.0% | -8.8% | +79.8% | +41.1% |
| All | +71.0% | -6.9% | +77.9% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling