+86.1%
HUT vs IYR
+4.2%
+81.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -1.9% |
| 7D | +18.9% | -0.9% | +19.8% | +20.7% |
| 30D | +12.0% | -2.4% | +14.3% | +15.9% |
| 3M | -14.9% | -2.0% | -12.8% | -14.5% |
| 6M | +96.8% | +2.5% | +94.3% | +83.7% |
| YTD | +108.8% | +8.3% | +100.5% | +78.5% |
| 1Y | +227.4% | +6.5% | +220.9% | +187.0% |
| 3Y | +760.3% | +29.3% | +730.9% | +430.3% |
| 5Y | +86.1% | +5.7% | +80.4% | +104.7% |
| All | +86.1% | +4.2% | +81.9% | +104.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling