+66.7%
IBIT vs IYR
+20.0%
+46.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | +1.4% | -0.4% | +1.8% | +1.7% |
| 30D | +20.6% | -2.5% | +23.1% | +22.6% |
| 3M | +23.7% | +1.5% | +22.2% | +22.1% |
| 6M | +15.0% | +3.9% | +11.1% | +11.3% |
| YTD | -10.6% | +9.5% | -20.1% | -16.4% |
| 1Y | -30.3% | +7.5% | -37.8% | -34.0% |
| All | +66.7% | +20.0% | +46.7% | +41.0% |
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