+85.6%
IREN vs XBI
+29.0%
+56.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -1.5% |
| 7D | +14.6% | -3.6% | +18.2% | +19.4% |
| 30D | +17.1% | +0.9% | +16.3% | +16.0% |
| 3M | -16.0% | +21.4% | -37.4% | -33.5% |
| 6M | +16.8% | +25.5% | -8.7% | -10.3% |
| YTD | +20.1% | +30.8% | -10.7% | -11.9% |
| 1Y | +50.3% | +68.6% | -18.3% | -18.1% |
| 3Y | +871.5% | +103.9% | +767.6% | +341.4% |
| All | +85.6% | +29.0% | +56.6% | +44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling