+79.3%
IREN vs UPS
-40.1%
+119.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -1.9% | -2.0% | +0.1% | -1.0% |
| 30D | +0.4% | -2.0% | +2.3% | +1.3% |
| 3M | -22.7% | -6.2% | -16.5% | -21.3% |
| 6M | +4.4% | +2.8% | +1.6% | +1.2% |
| YTD | +16.0% | +5.9% | +10.1% | +9.3% |
| 1Y | +33.4% | +26.2% | +7.2% | +11.6% |
| 3Y | +948.6% | -26.0% | +974.6% | +1,075.6% |
| All | +79.3% | -40.1% | +119.3% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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