+547.9%
IREN vs SO
+45.4%
+502.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | -1.1% | +21.1% | +19.1% |
| 7D | -9.6% | -1.5% | -8.2% | -10.5% |
| 30D | -44.1% | +8.1% | -52.1% | -40.0% |
| 3M | -42.9% | +0.2% | -43.2% | -42.3% |
| 6M | -64.5% | +0.4% | -64.9% | -63.6% |
| YTD | -42.7% | +8.5% | -51.2% | -38.1% |
| 1Y | -67.7% | +4.9% | -72.6% | -65.6% |
| 3Y | +547.9% | +47.9% | +500.0% | +716.3% |
| All | +547.9% | +45.4% | +502.5% | +716.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling