+944.0%
IREN vs XBI
+99.8%
+844.3%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.6% | -2.2% | -2.0% |
| 7D | +4.8% | -4.6% | +9.4% | +10.6% |
| 30D | +9.8% | -0.8% | +10.6% | +10.9% |
| 3M | -15.3% | +21.8% | -37.1% | -33.7% |
| 6M | +14.5% | +23.2% | -8.7% | -10.7% |
| YTD | +15.5% | +28.7% | -13.2% | -14.3% |
| 1Y | +29.8% | +67.8% | -38.0% | -29.7% |
| All | +944.0% | +99.8% | +844.3% | +375.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 3y: compounded portfolio wealth divided by compounded XBI 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…
3y analysis · Full analysis span regression · 6 months rolling