+71.0%
IREN vs XLI
+18.3%
+52.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +6.4% |
| 7D | +26.0% | -1.1% | +27.1% | +28.7% |
| 30D | +14.9% | -5.9% | +20.8% | +30.5% |
| 3M | -27.8% | -0.3% | -27.5% | -26.9% |
| 6M | +1.9% | +0.1% | +1.8% | +3.4% |
| YTD | +18.3% | +13.6% | +4.7% | -2.8% |
| 1Y | +71.0% | +17.2% | +53.8% | +50.5% |
| All | +71.0% | +18.3% | +52.7% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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