-22.6%
ADBE vs IYR
+8.4%
-31.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.5% |
| 7D | -8.6% | -1.2% | -7.3% | -8.2% |
| 30D | +2.8% | -2.9% | +5.6% | +3.7% |
| 3M | +3.1% | +0.8% | +2.3% | +4.0% |
| 6M | -2.4% | +1.9% | -4.3% | -2.2% |
| YTD | -23.9% | +9.6% | -33.5% | -26.5% |
| 1Y | -22.6% | +8.1% | -30.7% | -25.0% |
| All | -22.6% | +8.4% | -31.0% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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