+44.6%
C vs IYR
+6.4%
+38.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.3% |
| 7D | +2.6% | -0.9% | +3.5% | +3.0% |
| 30D | +1.9% | -2.4% | +4.3% | +3.1% |
| 3M | +2.8% | -2.0% | +4.8% | +3.4% |
| 6M | +30.6% | +2.5% | +28.1% | +25.9% |
| YTD | +19.9% | +8.3% | +11.6% | +11.3% |
| 1Y | +44.6% | +6.5% | +38.1% | +33.9% |
| All | +44.6% | +6.4% | +38.1% | +33.9% |
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