+78.5%
IREN vs SONY
-3.2%
+81.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.3% | -4.2% | -4.1% |
| 7D | +4.8% | -5.8% | +10.5% | +9.1% |
| 30D | +9.8% | -0.4% | +10.2% | +8.7% |
| 3M | -15.3% | +13.3% | -28.6% | -26.7% |
| 6M | +14.5% | +8.5% | +6.0% | +2.3% |
| YTD | +15.5% | -8.1% | +23.7% | +19.3% |
| 1Y | +29.8% | -17.9% | +47.7% | +46.8% |
| 3Y | +834.5% | +41.4% | +793.0% | +458.6% |
| All | +78.5% | -3.2% | +81.7% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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