+79.3%
IREN vs XLI
+72.9%
+6.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.6% | -1.6% |
| 7D | -1.9% | -1.7% | -0.2% | +1.3% |
| 30D | +0.4% | -7.3% | +7.6% | +16.1% |
| 3M | -22.7% | -1.3% | -21.4% | -20.4% |
| 6M | +4.4% | +2.2% | +2.2% | +2.1% |
| YTD | +16.0% | +11.7% | +4.3% | -2.8% |
| 1Y | +33.4% | +14.3% | +19.2% | +7.1% |
| 3Y | +948.6% | +70.3% | +878.2% | +346.9% |
| All | +79.3% | +72.9% | +6.3% | -34.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling