+71.0%
IREN vs SCHW
+14.3%
+56.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.6% |
| 7D | +26.0% | -0.8% | +26.8% | +26.3% |
| 30D | +14.9% | +1.5% | +13.4% | +14.0% |
| 3M | -27.8% | +24.6% | -52.3% | -34.5% |
| 6M | +1.9% | +14.5% | -12.6% | -2.6% |
| YTD | +18.3% | +10.5% | +7.8% | +18.8% |
| 1Y | +71.0% | +13.4% | +57.6% | +67.9% |
| All | +71.0% | +14.3% | +56.7% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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