-67.4%
IREN vs SCHD
+42.1%
-109.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +1.9% | -13.1% | -8.6% |
| 7D | -24.7% | +3.2% | -27.9% | -21.0% |
| 30D | -46.4% | +10.7% | -57.0% | -39.7% |
| 3M | -46.9% | +7.8% | -54.7% | -41.6% |
| 6M | -56.1% | +16.7% | -72.8% | -51.6% |
| YTD | -42.5% | +35.3% | -77.8% | -40.1% |
| 1Y | -67.4% | +41.8% | -109.2% | -68.0% |
| All | -67.4% | +42.1% | -109.5% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 1y: compounded portfolio wealth divided by compounded SCHD 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…
1y analysis · Full analysis span regression · 6 months rolling