-14.8%
IREN vs WM
+57.6%
-72.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.2% | +4.4% | +6.1% |
| 7D | -4.0% | +0.8% | -4.8% | -3.5% |
| 30D | -40.1% | +13.8% | -53.9% | -37.1% |
| 3M | -47.6% | +6.4% | -54.0% | -45.8% |
| 6M | -62.2% | +13.2% | -75.4% | -60.7% |
| YTD | -44.8% | +10.8% | -55.6% | -42.7% |
| 1Y | -63.7% | +20.2% | -83.9% | -62.4% |
| 3Y | +604.1% | +46.5% | +557.6% | +618.4% |
| All | -14.8% | +57.6% | -72.3% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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