+82.7%
IREN vs WELL
+216.0%
-133.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.1% | +9.3% | +8.2% |
| 7D | +26.0% | -0.8% | +26.8% | +26.3% |
| 30D | +14.9% | -0.1% | +15.0% | +14.8% |
| 3M | -27.8% | +18.0% | -45.8% | -35.5% |
| 6M | +1.9% | +15.0% | -13.1% | -8.0% |
| YTD | +18.3% | +28.6% | -10.3% | -0.8% |
| 1Y | +71.0% | +42.9% | +28.1% | +32.7% |
| 3Y | +882.0% | +203.0% | +679.0% | +311.0% |
| All | +82.7% | +216.0% | -133.3% | -28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling