+79.3%
IREN vs XLK
+130.8%
-51.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -1.9% |
| 7D | -1.9% | +0.2% | -2.1% | -2.2% |
| 30D | +0.4% | -0.6% | +1.0% | +2.1% |
| 3M | -22.7% | +2.6% | -25.3% | -23.7% |
| 6M | +4.4% | +34.0% | -29.6% | -33.1% |
| YTD | +16.0% | +30.7% | -14.6% | -20.9% |
| 1Y | +33.4% | +39.2% | -5.8% | -16.9% |
| 3Y | +948.6% | +120.4% | +828.1% | +249.0% |
| All | +79.3% | +130.8% | -51.5% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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