+79.3%
IREN vs XBI
+26.4%
+52.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | -1.9% | -4.6% | +2.7% | +3.6% |
| 30D | +0.4% | -2.0% | +2.4% | +2.7% |
| 3M | -22.7% | +17.8% | -40.5% | -36.8% |
| 6M | +4.4% | +23.7% | -19.3% | -18.4% |
| YTD | +16.0% | +28.2% | -12.2% | -12.9% |
| 1Y | +33.4% | +64.0% | -30.5% | -24.7% |
| 3Y | +948.6% | +99.4% | +849.2% | +389.1% |
| All | +79.3% | +26.4% | +52.8% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling