+85.6%
IREN vs SOXQ
+221.5%
-135.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.8% |
| 7D | +14.6% | +5.2% | +9.3% | +8.0% |
| 30D | +17.1% | -0.5% | +17.6% | +18.9% |
| 3M | -16.0% | -5.6% | -10.4% | -9.3% |
| 6M | +16.8% | +53.0% | -36.2% | -28.2% |
| YTD | +20.1% | +68.8% | -48.7% | -32.8% |
| 1Y | +50.3% | +105.7% | -55.5% | -32.5% |
| 3Y | +871.5% | +240.5% | +631.0% | +150.3% |
| All | +85.6% | +221.5% | -135.9% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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