+71.0%
IREN vs XEL
+7.2%
+63.8%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.3% |
| 7D | +26.0% | -1.0% | +27.0% | +26.1% |
| 30D | +14.9% | -1.9% | +16.8% | +15.2% |
| 3M | -27.8% | -1.9% | -25.9% | -28.4% |
| 6M | +1.9% | -7.4% | +9.4% | +4.0% |
| YTD | +18.3% | +4.1% | +14.2% | +8.1% |
| 1Y | +71.0% | +8.0% | +62.9% | +55.0% |
| All | +71.0% | +7.2% | +63.8% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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