-11.5%
IREN vs ROIV
+380.0%
-391.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | +6.2% | +13.9% | +17.4% |
| 7D | -9.6% | +5.3% | -15.0% | -11.3% |
| 30D | -44.1% | +11.9% | -56.0% | -46.5% |
| 3M | -42.9% | +10.7% | -53.7% | -45.4% |
| 6M | -64.5% | +34.9% | -99.4% | -68.7% |
| YTD | -42.7% | +79.2% | -121.9% | -55.0% |
| 1Y | -67.7% | +89.0% | -156.7% | -75.1% |
| 3Y | +547.9% | +337.3% | +210.6% | +263.1% |
| All | -11.5% | +380.0% | -391.5% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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