+57.7%
GEV vs IYR
+8.4%
+49.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | -0.1% |
| 7D | +3.3% | -1.2% | +4.5% | +3.1% |
| 30D | -7.5% | -2.9% | -4.6% | -7.9% |
| 3M | -2.2% | +0.8% | -3.0% | -3.3% |
| 6M | +12.1% | +1.9% | +10.2% | +8.9% |
| YTD | +44.4% | +9.6% | +34.8% | +40.7% |
| 1Y | +57.7% | +8.1% | +49.6% | +52.6% |
| All | +57.7% | +8.4% | +49.3% | +52.6% |
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