-11.5%
IREN vs USB
+22.7%
-34.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | -0.5% | +20.5% | +20.4% |
| 7D | -9.6% | 0.0% | -9.6% | -9.8% |
| 30D | -44.1% | +5.8% | -49.9% | -47.1% |
| 3M | -42.9% | -6.0% | -37.0% | -40.7% |
| 6M | -64.5% | +7.8% | -72.3% | -67.4% |
| YTD | -42.7% | +14.6% | -57.3% | -50.4% |
| 1Y | -67.7% | +31.8% | -99.5% | -75.4% |
| 3Y | +547.9% | +91.5% | +456.4% | +272.4% |
| All | -11.5% | +22.7% | -34.2% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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