+50.3%
IREN vs WMB
+35.6%
+14.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.1% |
| 7D | +14.6% | 0.0% | +14.6% | +14.6% |
| 30D | +17.1% | +4.6% | +12.5% | +15.9% |
| 3M | -16.0% | +5.7% | -21.8% | -17.3% |
| 6M | +16.8% | +4.2% | +12.6% | +12.3% |
| YTD | +20.1% | +26.8% | -6.7% | +2.5% |
| 1Y | +50.3% | +34.7% | +15.6% | +47.4% |
| All | +50.3% | +35.6% | +14.7% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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