+82.7%
IREN vs ROIV
+331.2%
-248.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.6% |
| 7D | +26.0% | +0.6% | +25.4% | +25.7% |
| 30D | +14.9% | +1.0% | +13.9% | +14.8% |
| 3M | -27.8% | +18.3% | -46.1% | -32.2% |
| 6M | +1.9% | +18.3% | -16.4% | -4.6% |
| YTD | +18.3% | +61.0% | -42.7% | -2.4% |
| 1Y | +71.0% | +177.9% | -106.9% | +13.3% |
| 3Y | +882.0% | +199.1% | +682.9% | +522.2% |
| All | +82.7% | +331.2% | -248.5% | -15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling