-67.4%
IREN vs XLU
+0.7%
-68.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +0.4% | -11.7% | -11.3% |
| 7D | -24.7% | +2.6% | -27.4% | -25.0% |
| 30D | -46.4% | +9.1% | -55.5% | -47.7% |
| 3M | -46.9% | -0.4% | -46.4% | -46.6% |
| 6M | -56.1% | -4.7% | -51.5% | -54.8% |
| YTD | -42.5% | +4.3% | -46.8% | -48.2% |
| 1Y | -67.4% | +1.0% | -68.4% | -68.1% |
| All | -67.4% | +0.7% | -68.1% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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