+85.6%
IREN vs RMD
-13.6%
+99.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | +14.6% | -4.7% | +19.3% | +16.4% |
| 30D | +17.1% | +0.2% | +16.9% | +16.7% |
| 3M | -16.0% | +12.0% | -28.0% | -21.3% |
| 6M | +16.8% | -12.5% | +29.3% | +21.7% |
| YTD | +20.1% | -7.9% | +28.1% | +21.8% |
| 1Y | +50.3% | -20.4% | +70.7% | +61.4% |
| 3Y | +871.5% | +53.1% | +818.4% | +584.6% |
| All | +85.6% | -13.6% | +99.2% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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