+25.5%
FLEX vs IYR
+9.6%
+15.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.8% |
| 7D | +2.2% | -1.2% | +3.4% | +2.3% |
| 30D | -32.6% | +6.1% | -38.7% | -33.2% |
| 3M | -35.5% | +0.9% | -36.4% | -35.4% |
| 6M | -45.6% | +1.2% | -46.7% | -46.4% |
| YTD | +30.7% | +11.1% | +19.6% | +19.6% |
| All | +25.5% | +9.6% | +15.9% | +16.9% |
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