+944.0%
IREN vs SCHD
+54.0%
+890.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.4% |
| 7D | +4.8% | -3.1% | +7.9% | +9.0% |
| 30D | +9.8% | -0.8% | +10.6% | +10.6% |
| 3M | -15.3% | +6.2% | -21.5% | -24.2% |
| 6M | +14.5% | +11.8% | +2.7% | -6.1% |
| YTD | +15.5% | +26.0% | -10.4% | -23.3% |
| 1Y | +29.8% | +28.1% | +1.6% | -17.4% |
| All | +944.0% | +54.0% | +890.0% | +358.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling