+85.6%
IREN vs XHB
+23.0%
+62.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -1.8% |
| 7D | +14.6% | -1.9% | +16.5% | +16.7% |
| 30D | +17.1% | -8.3% | +25.4% | +27.3% |
| 3M | -16.0% | -7.1% | -8.9% | -10.9% |
| 6M | +16.8% | -5.3% | +22.1% | +22.0% |
| YTD | +20.1% | -3.2% | +23.3% | +20.9% |
| 1Y | +50.3% | -13.9% | +64.1% | +67.4% |
| 3Y | +871.5% | +24.9% | +846.6% | +554.4% |
| All | +85.6% | +23.0% | +62.5% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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