+29.8%
IREN vs WELL
+41.7%
-11.9%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.7% | -3.9% |
| 7D | +4.8% | -2.2% | +7.0% | +3.7% |
| 30D | +9.8% | +4.7% | +5.1% | +12.1% |
| 3M | -15.3% | +11.9% | -27.2% | -12.8% |
| 6M | +14.5% | +14.3% | +0.2% | +17.7% |
| YTD | +15.5% | +28.4% | -12.8% | +17.9% |
| 1Y | +29.8% | +42.3% | -12.5% | +37.6% |
| All | +29.8% | +41.7% | -11.9% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling