+91.9%
IREN vs SRE
+58.1%
+33.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +4.0% |
| 7D | +27.5% | +1.4% | +26.0% | +26.3% |
| 30D | +13.8% | +1.9% | +11.9% | +11.8% |
| 3M | -20.7% | -3.3% | -17.4% | -19.8% |
| 6M | +27.9% | -6.4% | +34.3% | +31.2% |
| YTD | +24.3% | -1.8% | +26.1% | +23.3% |
| 1Y | +79.2% | +10.7% | +68.4% | +63.9% |
| 3Y | +904.9% | +31.8% | +873.1% | +708.4% |
| All | +91.9% | +58.1% | +33.9% | +65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling