+71.0%
IREN vs WSM
+19.9%
+51.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.2% | +6.0% |
| 7D | +26.0% | -3.3% | +29.3% | +28.5% |
| 30D | +14.9% | -8.4% | +23.3% | +21.1% |
| 3M | -27.8% | +9.7% | -37.4% | -34.2% |
| 6M | +1.9% | +16.7% | -14.8% | -13.1% |
| YTD | +18.3% | +28.7% | -10.4% | -6.1% |
| 1Y | +71.0% | +13.7% | +57.3% | +36.8% |
| All | +71.0% | +19.9% | +51.1% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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