+91.9%
IREN vs WELL
+217.5%
-125.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.5% | +4.6% | +4.8% |
| 7D | +27.5% | -1.3% | +28.8% | +28.1% |
| 30D | +13.8% | +0.5% | +13.3% | +13.4% |
| 3M | -20.7% | +19.1% | -39.8% | -29.1% |
| 6M | +27.9% | +17.0% | +10.9% | +14.2% |
| YTD | +24.3% | +29.2% | -4.9% | +4.0% |
| 1Y | +79.2% | +42.1% | +37.0% | +39.7% |
| 3Y | +904.9% | +204.5% | +700.4% | +319.5% |
| All | +91.9% | +217.5% | -125.5% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling