+985.4%
IREN vs PHM
+50.2%
+935.2%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.0% |
| 7D | +14.6% | -3.9% | +18.4% | +16.2% |
| 30D | +17.1% | -8.6% | +25.7% | +20.7% |
| 3M | -16.0% | -2.9% | -13.1% | -16.8% |
| 6M | +16.8% | -5.7% | +22.5% | +17.2% |
| YTD | +20.1% | +1.9% | +18.3% | +15.4% |
| 1Y | +50.3% | -12.3% | +62.6% | +53.2% |
| All | +985.4% | +50.2% | +935.2% | +595.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling