+3,552.3%
ASX vs IYR
+633.6%
+2,918.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.6% |
| 7D | -0.7% | -1.2% | +0.5% | 0.0% |
| 30D | +2.0% | -2.9% | +4.8% | +3.5% |
| 3M | -1.3% | +0.8% | -2.2% | -2.6% |
| 6M | +71.4% | +1.9% | +69.6% | +68.4% |
| YTD | +135.3% | +9.6% | +125.7% | +122.1% |
| 1Y | +267.5% | +8.1% | +259.4% | +248.7% |
| 3Y | +388.5% | +29.2% | +359.3% | +318.7% |
| 5Y | +417.1% | +4.3% | +412.8% | +397.3% |
| 10Y | +872.7% | +64.7% | +808.1% | +628.3% |
| All | +3,552.3% | +633.6% | +2,918.7% | +709.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling