+91.9%
IREN vs SM
+23.8%
+68.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.6% | +1.4% | +4.0% |
| 7D | +27.5% | -0.2% | +27.6% | +27.4% |
| 30D | +13.8% | +31.5% | -17.7% | +5.0% |
| 3M | -20.7% | +17.3% | -38.1% | -25.5% |
| 6M | +27.9% | +48.5% | -20.6% | +7.5% |
| YTD | +24.3% | +106.3% | -82.0% | -9.0% |
| 1Y | +79.2% | +47.3% | +31.9% | +46.9% |
| 3Y | +904.9% | -1.4% | +906.4% | +834.1% |
| All | +91.9% | +23.8% | +68.2% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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