-3.1%
HON vs IYR
+6.2%
-9.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.4% |
| 7D | -3.5% | -1.4% | -2.1% | -2.6% |
| 30D | -13.8% | -2.7% | -11.1% | -12.3% |
| 3M | -11.7% | -2.1% | -9.5% | -10.6% |
| 6M | -18.7% | +3.6% | -22.3% | -21.4% |
| YTD | +0.2% | +8.1% | -7.9% | -5.2% |
| 1Y | -3.1% | +4.7% | -7.8% | -8.1% |
| All | -3.1% | +6.2% | -9.3% | -8.1% |
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