+249.2%
ASX vs IYR
+8.1%
+241.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +6.3% | -0.4% | +6.7% | +6.2% |
| 30D | +6.4% | -2.5% | +8.9% | +5.7% |
| 3M | +13.1% | +1.5% | +11.7% | +11.4% |
| 6M | +90.3% | +3.9% | +86.4% | +84.0% |
| YTD | +149.6% | +9.5% | +140.1% | +144.4% |
| 1Y | +249.2% | +7.5% | +241.7% | +231.0% |
| All | +249.2% | +8.1% | +241.1% | +231.0% |
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 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