+5,993.3%
FIX vs IYR
+63.0%
+5,930.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +6.1% | -0.4% | +6.4% | +6.4% |
| 30D | -2.7% | -2.5% | -0.1% | -0.6% |
| 3M | -10.9% | +1.5% | -12.4% | -13.3% |
| 6M | +29.0% | +3.9% | +25.1% | +23.2% |
| YTD | +76.9% | +9.5% | +67.4% | +61.0% |
| 1Y | +130.7% | +7.5% | +123.3% | +113.1% |
| 3Y | +790.7% | +30.8% | +759.9% | +576.4% |
| 5Y | +2,185.6% | +4.8% | +2,180.8% | +2,025.7% |
| 10Y | +5,993.3% | +64.3% | +5,929.0% | +3,747.8% |
| All | +5,993.3% | +63.0% | +5,930.3% | +3,747.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling