+267.5%
ASX vs IYR
+8.4%
+259.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | 0.0% |
| 7D | -0.7% | -1.2% | +0.5% | -1.1% |
| 30D | +2.0% | -2.9% | +4.8% | +1.1% |
| 3M | -1.3% | +0.8% | -2.2% | -2.6% |
| 6M | +71.4% | +1.9% | +69.6% | +66.3% |
| YTD | +135.3% | +9.6% | +125.7% | +132.1% |
| 1Y | +267.5% | +8.1% | +259.4% | +253.5% |
| All | +267.5% | +8.4% | +259.1% | +253.5% |
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