+78.5%
IREN vs XYZ
-66.9%
+145.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.5% |
| 7D | +4.8% | -5.2% | +9.9% | +8.3% |
| 30D | +9.8% | 0.0% | +9.8% | +9.4% |
| 3M | -15.3% | +18.7% | -34.0% | -25.7% |
| 6M | +14.5% | +20.5% | -6.1% | -0.4% |
| YTD | +15.5% | +21.5% | -5.9% | -3.0% |
| 1Y | +29.8% | +7.2% | +22.6% | +19.0% |
| 3Y | +834.5% | +49.0% | +785.5% | +570.3% |
| All | +78.5% | -66.9% | +145.4% | +188.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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