+200.3%
IREN vs SMR
+7.6%
+192.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | -2.2% |
| 7D | +14.6% | +13.1% | +1.5% | +9.9% |
| 30D | +17.1% | +17.8% | -0.6% | +10.9% |
| 3M | -16.0% | +8.1% | -24.1% | -17.6% |
| 6M | +16.8% | -11.1% | +27.9% | +20.1% |
| YTD | +20.1% | -23.7% | +43.8% | +30.3% |
| 1Y | +50.3% | -69.4% | +119.7% | +102.6% |
| 3Y | +871.5% | +82.6% | +788.9% | +632.5% |
| All | +200.3% | +7.6% | +192.7% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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