+71.0%
IREN vs XLU
+4.9%
+66.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +26.0% | +0.8% | +25.2% | +25.2% |
| 30D | +14.9% | -1.3% | +16.2% | +16.3% |
| 3M | -27.8% | -1.3% | -26.4% | -28.8% |
| 6M | +1.9% | -7.6% | +9.6% | +10.7% |
| YTD | +18.3% | +2.3% | +16.0% | +0.7% |
| 1Y | +71.0% | +5.8% | +65.2% | +48.0% |
| All | +71.0% | +4.9% | +66.1% | +48.0% |
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