+71.0%
IREN vs XLV
+27.5%
+43.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +6.2% |
| 7D | +26.0% | +0.2% | +25.9% | +26.3% |
| 30D | +14.9% | +4.4% | +10.4% | +20.6% |
| 3M | -27.8% | +13.2% | -41.0% | -20.0% |
| 6M | +1.9% | +10.1% | -8.2% | +6.4% |
| YTD | +18.3% | +11.7% | +6.6% | +26.0% |
| 1Y | +71.0% | +26.9% | +44.1% | +115.1% |
| All | +71.0% | +27.5% | +43.5% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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