+179.9%
INTC vs IYR
+29.2%
+150.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.3% |
| 7D | +18.0% | -0.9% | +18.9% | +18.5% |
| 30D | +8.9% | -2.4% | +11.3% | +10.3% |
| 3M | -1.6% | -2.0% | +0.5% | -1.5% |
| 6M | +133.1% | +2.5% | +130.6% | +125.4% |
| YTD | +187.9% | +8.3% | +179.6% | +166.8% |
| 1Y | +334.7% | +6.5% | +328.2% | +307.1% |
| All | +179.9% | +29.2% | +150.8% | +128.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling