+144.4%
ADI vs IYR
+41.7%
+102.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | +9.5% | +0.6% | +8.9% | +9.1% |
| 30D | -1.4% | +6.6% | -7.9% | -5.6% |
| 3M | +4.7% | -1.8% | +6.5% | +6.1% |
| 6M | -7.4% | +1.4% | -8.9% | -9.3% |
| YTD | +48.1% | +10.5% | +37.5% | +34.9% |
| 1Y | +69.6% | +10.6% | +59.0% | +54.5% |
| 3Y | +144.4% | +41.8% | +102.5% | +86.4% |
| All | +144.4% | +41.7% | +102.7% | +86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling