+85.6%
IREN vs WELL
+215.7%
-130.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.8% | -3.1% |
| 7D | +14.6% | -1.1% | +15.7% | +15.1% |
| 30D | +17.1% | +0.7% | +16.4% | +16.6% |
| 3M | -16.0% | +14.5% | -30.5% | -23.1% |
| 6M | +16.8% | +14.4% | +2.4% | +5.7% |
| YTD | +20.1% | +28.5% | -8.3% | +0.8% |
| 1Y | +50.3% | +41.8% | +8.5% | +17.3% |
| 3Y | +871.5% | +202.8% | +668.7% | +306.7% |
| All | +85.6% | +215.7% | -130.1% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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