+439.6%
IRM vs COO
+36.7%
+402.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.2% | +5.5% | +1.3% |
| 7D | +3.0% | -9.0% | +12.0% | +6.2% |
| 30D | -5.2% | -16.8% | +11.6% | +0.6% |
| 3M | -8.0% | -7.5% | -0.5% | -6.1% |
| 6M | +9.2% | -16.3% | +25.4% | +15.0% |
| YTD | +41.0% | -22.5% | +63.5% | +52.5% |
| 1Y | +23.3% | -7.0% | +30.2% | +24.5% |
| 3Y | +102.8% | -27.5% | +130.3% | +117.4% |
| 5Y | +192.8% | -43.3% | +236.1% | +234.7% |
| 10Y | +439.6% | +37.6% | +402.1% | +346.4% |
| All | +439.6% | +36.7% | +402.9% | +346.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded COO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling