+23.0%
C vs IYR
+10.5%
+12.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.4% | +2.1% | -2.5% | -1.3% |
| 30D | -5.2% | +7.2% | -12.3% | -8.3% |
| 3M | -9.1% | +0.4% | -9.5% | -9.5% |
| 6M | -1.6% | +1.4% | -3.0% | -3.0% |
| YTD | +6.9% | +11.3% | -4.4% | -1.6% |
| 1Y | +23.0% | +10.5% | +12.5% | +13.6% |
| All | +23.0% | +10.5% | +12.5% | +13.6% |
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 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