+205.5%
SOXX vs IREN
+55.9%
+149.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IREN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.8% | +1.1% | -2.2% |
| 7D | +3.0% | +4.8% | -1.7% | +2.4% |
| 30D | -3.1% | +9.8% | -12.9% | -4.5% |
| 3M | -4.4% | -15.3% | +10.9% | -3.5% |
| 6M | +52.9% | +14.5% | +38.4% | +48.0% |
| YTD | +72.0% | +15.5% | +56.5% | +64.6% |
| 1Y | +105.1% | +29.8% | +75.3% | +90.7% |
| 3Y | +220.6% | +834.5% | -613.9% | +117.8% |
| All | +205.5% | +55.9% | +149.7% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IREN.
Daily Out/Under-Performance
Portfolio return minus IREN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IREN 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 IREN 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