+85.6%
IREN vs SO
+69.3%
+16.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.5% |
| 7D | +14.6% | 0.0% | +14.5% | +14.6% |
| 30D | +17.1% | -2.5% | +19.6% | +16.4% |
| 3M | -16.0% | -4.2% | -11.8% | -16.8% |
| 6M | +16.8% | -7.7% | +24.5% | +15.5% |
| YTD | +20.1% | +3.8% | +16.3% | +20.2% |
| 1Y | +50.3% | +0.1% | +50.2% | +50.2% |
| 3Y | +871.5% | +44.2% | +827.3% | +801.6% |
| All | +85.6% | +69.3% | +16.3% | +61.7% |
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