+85.6%
IREN vs WAT
+15.6%
+69.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.5% |
| 7D | +14.6% | -1.8% | +16.4% | +15.3% |
| 30D | +17.1% | -1.7% | +18.8% | +18.0% |
| 3M | -16.0% | +9.1% | -25.1% | -19.2% |
| 6M | +16.8% | +32.4% | -15.6% | +3.2% |
| YTD | +20.1% | +6.6% | +13.5% | +14.3% |
| 1Y | +50.3% | +34.7% | +15.6% | +27.4% |
| 3Y | +871.5% | +53.6% | +817.9% | +582.1% |
| All | +85.6% | +15.6% | +69.9% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 5y: compounded portfolio wealth divided by compounded WAT 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…
5y analysis · Full analysis span regression · 6 months rolling