+79.3%
IREN vs SCHD
+53.3%
+26.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | +0.1% | -0.2% |
| 7D | -1.9% | -2.0% | +0.1% | +1.1% |
| 30D | +0.4% | -0.4% | +0.8% | +0.6% |
| 3M | -22.7% | +5.7% | -28.4% | -31.5% |
| 6M | +4.4% | +11.9% | -7.5% | -16.5% |
| YTD | +16.0% | +26.4% | -10.4% | -26.1% |
| 1Y | +33.4% | +27.6% | +5.8% | -17.4% |
| 3Y | +948.6% | +54.9% | +893.6% | +347.3% |
| All | +79.3% | +53.3% | +26.0% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling