+50.8%
CDE vs IYR
+8.4%
+42.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.2% |
| 7D | +0.5% | -1.2% | +1.8% | +1.7% |
| 30D | +21.9% | -2.9% | +24.7% | +25.2% |
| 3M | +14.9% | +0.8% | +14.1% | +12.4% |
| 6M | -10.5% | +1.9% | -12.4% | -14.1% |
| YTD | +19.3% | +9.6% | +9.6% | +7.7% |
| 1Y | +50.8% | +8.1% | +42.7% | +35.2% |
| All | +50.8% | +8.4% | +42.4% | +35.2% |
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