+231.4%
SMH vs IREN
-35.1%
+266.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IREN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.7% | +3.7% | -2.1% |
| 7D | +4.9% | -16.0% | +20.9% | +7.2% |
| 30D | -13.8% | -40.5% | +26.7% | -8.4% |
| 3M | -17.4% | -59.4% | +42.0% | -8.3% |
| 6M | -15.0% | -67.1% | +52.1% | -4.6% |
| YTD | +35.2% | -51.9% | +87.1% | +43.2% |
| 1Y | +41.6% | -62.7% | +104.3% | +53.2% |
| 3Y | +215.6% | +507.7% | -292.1% | +131.7% |
| All | +231.4% | -35.1% | +266.5% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IREN.
Daily Out/Under-Performance
Portfolio return minus IREN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IREN 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 IREN 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