+82.7%
IREN vs USB
+29.5%
+53.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.5% | +7.5% |
| 7D | +26.0% | +1.4% | +24.6% | +24.6% |
| 30D | +14.9% | -1.3% | +16.2% | +16.0% |
| 3M | -27.8% | +15.2% | -43.0% | -36.6% |
| 6M | +1.9% | +18.8% | -16.9% | -12.7% |
| YTD | +18.3% | +21.0% | -2.7% | -1.1% |
| 1Y | +71.0% | +34.0% | +37.0% | +29.9% |
| 3Y | +882.0% | +95.3% | +786.7% | +459.7% |
| All | +82.7% | +29.5% | +53.2% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling