+33.4%
IREN vs SRE
+4.6%
+28.8%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | -1.9% | -0.8% | -1.1% | -1.6% |
| 30D | +0.4% | -3.0% | +3.4% | +1.3% |
| 3M | -22.7% | -8.3% | -14.4% | -20.4% |
| 6M | +4.4% | -8.9% | +13.3% | +6.0% |
| YTD | +16.0% | -4.3% | +20.3% | +12.6% |
| 1Y | +33.4% | +2.7% | +30.7% | +33.6% |
| All | +33.4% | +4.6% | +28.8% | +33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling