+992.0%
ASX vs IYR
+65.1%
+926.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.7% | +4.3% |
| 7D | +11.1% | -0.9% | +12.0% | +11.7% |
| 30D | +9.6% | -2.4% | +12.0% | +11.2% |
| 3M | +18.6% | -2.0% | +20.6% | +19.1% |
| 6M | +92.1% | +2.5% | +89.6% | +86.8% |
| YTD | +158.5% | +8.3% | +150.2% | +142.1% |
| 1Y | +271.9% | +6.5% | +265.4% | +251.3% |
| 3Y | +465.2% | +29.3% | +435.9% | +361.5% |
| 5Y | +479.4% | +5.7% | +473.8% | +442.2% |
| 10Y | +992.0% | +69.2% | +922.7% | +661.5% |
| All | +992.0% | +65.1% | +926.9% | +661.5% |
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 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