+985.4%
IREN vs SRE
+30.8%
+954.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.0% |
| 7D | +14.6% | +1.5% | +13.1% | +13.6% |
| 30D | +17.1% | +0.8% | +16.3% | +15.9% |
| 3M | -16.0% | -5.8% | -10.2% | -13.4% |
| 6M | +16.8% | -7.8% | +24.6% | +21.0% |
| YTD | +20.1% | -2.4% | +22.5% | +19.4% |
| 1Y | +50.3% | +8.9% | +41.4% | +38.7% |
| All | +985.4% | +30.8% | +954.6% | +795.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling