+91.9%
IREN vs WMT
+136.6%
-44.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.0% | +6.1% | +5.3% |
| 7D | +27.5% | +0.1% | +27.3% | +27.4% |
| 30D | +13.8% | -5.0% | +18.8% | +15.1% |
| 3M | -20.7% | -11.3% | -9.4% | -18.4% |
| 6M | +27.9% | -13.8% | +41.7% | +31.7% |
| YTD | +24.3% | -4.2% | +28.5% | +22.0% |
| 1Y | +79.2% | +4.6% | +74.6% | +67.9% |
| 3Y | +904.9% | +100.5% | +804.4% | +665.5% |
| All | +91.9% | +136.6% | -44.6% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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