+78.5%
IREN vs PHM
+136.6%
-58.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.1% | -1.7% | -2.6% |
| 7D | +4.8% | -6.4% | +11.1% | +8.6% |
| 30D | +9.8% | -12.1% | +21.9% | +17.5% |
| 3M | -15.3% | -1.5% | -13.7% | -17.0% |
| 6M | +14.5% | -6.0% | +20.5% | +15.7% |
| YTD | +15.5% | -0.3% | +15.8% | +11.0% |
| 1Y | +29.8% | -13.3% | +43.1% | +34.1% |
| 3Y | +834.5% | +47.6% | +786.9% | +493.0% |
| All | +78.5% | +136.6% | -58.1% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling