-12.4%
IREN vs SO
+79.3%
-91.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -0.7% |
| 7D | -2.8% | -1.1% | -1.7% | -3.0% |
| 30D | -39.2% | +8.6% | -47.7% | -37.7% |
| 3M | -48.1% | +1.8% | -49.9% | -47.6% |
| 6M | -65.0% | +3.6% | -68.6% | -64.6% |
| YTD | -43.3% | +9.9% | -53.3% | -42.3% |
| 1Y | -65.7% | +5.7% | -71.4% | -65.1% |
| 3Y | +620.9% | +52.5% | +568.4% | +578.1% |
| All | -12.4% | +79.3% | -91.7% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 10y: compounded portfolio wealth divided by compounded SO 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…
10y analysis · Full analysis span regression · 6 months rolling