+91.9%
IREN vs XLU
+49.5%
+42.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.2% | +4.4% |
| 7D | +27.5% | +2.1% | +25.4% | +25.6% |
| 30D | +13.8% | -0.4% | +14.2% | +14.3% |
| 3M | -20.7% | +0.5% | -21.2% | -21.6% |
| 6M | +27.9% | -5.8% | +33.7% | +32.5% |
| YTD | +24.3% | +3.1% | +21.1% | +19.5% |
| 1Y | +79.2% | +8.1% | +71.1% | +68.2% |
| 3Y | +904.9% | +50.5% | +854.4% | +640.9% |
| All | +91.9% | +49.5% | +42.4% | +40.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling