+985.8%
ASX vs IYR
+87.3%
+898.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +12.4% | +0.6% | +11.8% | +12.0% |
| 30D | -19.8% | +6.6% | -26.4% | -23.1% |
| 3M | -10.3% | -1.8% | -8.5% | -9.3% |
| 6M | +1.2% | +1.4% | -0.2% | -0.9% |
| YTD | +123.0% | +10.5% | +112.5% | +106.0% |
| 1Y | +145.4% | +10.6% | +134.8% | +126.4% |
| 3Y | +368.6% | +41.8% | +326.8% | +258.3% |
| 5Y | +486.0% | +6.0% | +480.0% | +446.9% |
| All | +985.8% | +87.3% | +898.4% | +628.3% |
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