+55.3%
BE vs IYR
+12.4%
+42.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.1% | -9.5% | -5.2% |
| 7D | -12.1% | +6.9% | -19.1% | -10.1% |
| 30D | -30.1% | +10.2% | -40.3% | -28.3% |
| 3M | -12.1% | -0.3% | -11.8% | -12.1% |
| 6M | -30.6% | +3.6% | -34.2% | -32.2% |
| YTD | +130.6% | +12.5% | +118.2% | +104.6% |
| 1Y | +55.3% | +12.4% | +42.8% | +37.9% |
| All | +55.3% | +12.4% | +42.9% | +37.9% |
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