+12.2%
IYR vs BIYA
-99.9%
+112.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.6% | +9.0% | -8.4% | +0.6% |
| 30D | +6.6% | -12.9% | +19.5% | +6.6% |
| 3M | -1.8% | -54.7% | +52.9% | -1.8% |
| 6M | +1.4% | -85.1% | +86.5% | +1.7% |
| YTD | +10.5% | -96.9% | +107.4% | +11.8% |
| 1Y | +10.6% | -98.5% | +109.2% | +12.5% |
| All | +12.2% | -99.9% | +112.1% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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