+566.6%
IREN vs WELL
+207.2%
+359.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.1% | -8.0% | -7.8% |
| 7D | -19.3% | +2.7% | -22.0% | -19.2% |
| 30D | -43.9% | +9.8% | -53.8% | -44.0% |
| 3M | -49.1% | +5.8% | -54.8% | -49.1% |
| 6M | -67.8% | +16.2% | -84.0% | -68.6% |
| YTD | -47.8% | +34.9% | -82.6% | -52.1% |
| 1Y | -67.2% | +31.0% | -98.2% | -69.6% |
| 3Y | +566.6% | +205.4% | +361.1% | +179.1% |
| All | +566.6% | +207.2% | +359.4% | +179.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling