+85.6%
IREN vs XYL
-12.3%
+97.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.4% |
| 7D | +14.6% | +0.8% | +13.7% | +13.7% |
| 30D | +17.1% | -10.8% | +28.0% | +29.2% |
| 3M | -16.0% | -2.5% | -13.5% | -17.5% |
| 6M | +16.8% | -12.2% | +29.0% | +27.7% |
| YTD | +20.1% | -20.1% | +40.2% | +42.7% |
| 1Y | +50.3% | -20.6% | +70.9% | +80.4% |
| 3Y | +871.5% | +17.3% | +854.2% | +700.6% |
| All | +85.6% | -12.3% | +97.9% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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