+2,979.8%
ASX vs IYR
+635.3%
+2,344.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.7% |
| 7D | -19.9% | +2.0% | -21.9% | -20.7% |
| 30D | -30.9% | +8.2% | -39.1% | -33.8% |
| 3M | -15.1% | -1.7% | -13.3% | -14.4% |
| 6M | -6.5% | -0.4% | -6.1% | -7.2% |
| YTD | +98.4% | +9.9% | +88.6% | +86.8% |
| 1Y | +107.9% | +10.4% | +97.4% | +95.0% |
| 3Y | +325.3% | +38.4% | +286.8% | +250.8% |
| 5Y | +447.3% | +5.2% | +442.1% | +423.5% |
| 10Y | +763.2% | +83.8% | +679.4% | +511.4% |
| All | +2,979.8% | +635.3% | +2,344.5% | +580.6% |
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