+547.9%
IREN vs QLD
+140.3%
+407.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | +2.5% | +17.5% | +16.9% |
| 7D | -9.6% | -10.3% | +0.6% | +4.2% |
| 30D | -44.1% | -26.1% | -18.0% | -17.0% |
| 3M | -42.9% | -17.8% | -25.2% | -25.2% |
| 6M | -64.5% | -15.6% | -49.0% | -53.9% |
| YTD | -42.7% | +5.4% | -48.1% | -41.1% |
| 1Y | -67.7% | +5.2% | -72.9% | -66.6% |
| 3Y | +547.9% | +139.4% | +408.5% | +270.0% |
| All | +547.9% | +140.3% | +407.6% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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