+62.8%
HAL vs IYR
+5.4%
+57.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -2.9% |
| 7D | -3.3% | -2.8% | -0.4% | -3.4% |
| 30D | +7.2% | -2.5% | +9.7% | +7.0% |
| 3M | -8.8% | -3.0% | -5.8% | -9.1% |
| 6M | +3.0% | +1.6% | +1.3% | +2.3% |
| YTD | +29.4% | +7.3% | +22.1% | +24.1% |
| 1Y | +62.8% | +5.6% | +57.2% | +54.8% |
| All | +62.8% | +5.4% | +57.5% | +54.8% |
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 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