+78.5%
IREN vs XLU
+46.3%
+32.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.8% | -3.1% |
| 7D | +4.8% | -1.2% | +6.0% | +5.8% |
| 30D | +9.8% | -2.5% | +12.3% | +12.1% |
| 3M | -15.3% | -2.7% | -12.5% | -14.0% |
| 6M | +14.5% | -7.5% | +21.9% | +20.2% |
| YTD | +15.5% | +0.9% | +14.6% | +13.0% |
| 1Y | +29.8% | +3.3% | +26.5% | +25.9% |
| 3Y | +834.5% | +47.3% | +787.2% | +600.6% |
| All | +78.5% | +46.3% | +32.2% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling