+78.5%
IREN vs SCHW
+40.4%
+38.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.6% | -4.3% |
| 7D | +4.8% | -2.8% | +7.5% | +6.6% |
| 30D | +9.8% | -0.1% | +9.8% | +9.3% |
| 3M | -15.3% | +20.6% | -35.9% | -26.1% |
| 6M | +14.5% | +15.9% | -1.5% | +1.2% |
| YTD | +15.5% | +8.5% | +7.0% | +7.6% |
| 1Y | +29.8% | +17.8% | +11.9% | +14.2% |
| 3Y | +834.5% | +88.5% | +745.9% | +501.0% |
| All | +78.5% | +40.4% | +38.1% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling