-19.3%
IREN vs USB
+25.4%
-44.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.3% | -7.5% | -7.6% |
| 7D | -19.3% | +1.4% | -20.8% | -20.3% |
| 30D | -43.9% | +6.4% | -50.4% | -47.1% |
| 3M | -49.1% | -4.5% | -44.6% | -47.7% |
| 6M | -67.8% | +11.4% | -79.1% | -71.2% |
| YTD | -47.8% | +17.1% | -64.9% | -55.6% |
| 1Y | -67.2% | +32.6% | -99.8% | -75.2% |
| 3Y | +566.6% | +101.8% | +464.7% | +267.6% |
| All | -19.3% | +25.4% | -44.7% | -43.3% |
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