+565.7%
AMZN vs IYR
+69.7%
+496.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.2% | +1.5% |
| 7D | -0.7% | -1.4% | +0.7% | +0.1% |
| 30D | -3.9% | -2.7% | -1.3% | -2.5% |
| 3M | +6.3% | -2.1% | +8.5% | +7.4% |
| 6M | +20.8% | +3.6% | +17.2% | +18.0% |
| YTD | +11.2% | +8.1% | +3.1% | +6.0% |
| 1Y | +11.7% | +4.7% | +6.9% | +8.2% |
| 3Y | +79.4% | +29.1% | +50.3% | +51.9% |
| 5Y | +48.0% | +6.9% | +41.1% | +39.9% |
| All | +565.7% | +69.7% | +496.0% | +401.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling