-7.4%
ADI vs IYR
+1.0%
-8.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.7% |
| 7D | +9.5% | +0.6% | +8.9% | +9.6% |
| 30D | -1.4% | +6.6% | -7.9% | +1.9% |
| 3M | +4.7% | -1.8% | +6.5% | +2.3% |
| 6M | -7.4% | +1.4% | -8.9% | -8.0% |
| All | -7.4% | +1.0% | -8.5% | -8.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling