+78.5%
IREN vs SRE
+55.4%
+23.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.6% | -3.1% |
| 7D | +4.8% | -0.7% | +5.5% | +5.3% |
| 30D | +9.8% | -1.7% | +11.5% | +10.5% |
| 3M | -15.3% | -7.1% | -8.2% | -11.8% |
| 6M | +14.5% | -8.4% | +22.8% | +19.1% |
| YTD | +15.5% | -3.5% | +19.1% | +15.9% |
| 1Y | +29.8% | +5.4% | +24.4% | +22.6% |
| 3Y | +834.5% | +29.5% | +805.0% | +660.4% |
| All | +78.5% | +55.4% | +23.1% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 10y: compounded portfolio wealth divided by compounded SRE 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…
10y analysis · Full analysis span regression · 6 months rolling