+91.9%
IREN vs SONY
-3.2%
+95.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.2% | +9.2% | +8.2% |
| 7D | +27.5% | -5.2% | +32.6% | +32.1% |
| 30D | +13.8% | +0.3% | +13.5% | +12.0% |
| 3M | -20.7% | +6.2% | -26.9% | -27.3% |
| 6M | +27.9% | +9.5% | +18.3% | +13.3% |
| YTD | +24.3% | -8.1% | +32.3% | +28.3% |
| 1Y | +79.2% | -17.9% | +97.1% | +102.7% |
| 3Y | +904.9% | +41.5% | +863.4% | +500.6% |
| All | +91.9% | -3.2% | +95.1% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling