+91.9%
IREN vs SPGI
+1.4%
+90.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.2% | +8.2% | +7.2% |
| 7D | +27.5% | -2.5% | +29.9% | +29.2% |
| 30D | +13.8% | +5.4% | +8.4% | +8.7% |
| 3M | -20.7% | +9.0% | -29.8% | -28.5% |
| 6M | +27.9% | +0.8% | +27.1% | +21.4% |
| YTD | +24.3% | -12.6% | +36.8% | +31.4% |
| 1Y | +79.2% | -16.1% | +95.3% | +96.0% |
| 3Y | +904.9% | +19.0% | +885.9% | +630.9% |
| All | +91.9% | +1.4% | +90.6% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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