+11.3%
IYR vs BIYA
-99.8%
+111.0%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.7% |
| 7D | -1.2% | +1.3% | -2.6% | -1.2% |
| 30D | -2.9% | -21.0% | +18.1% | -2.8% |
| 3M | +0.8% | -74.3% | +75.2% | +1.2% |
| 6M | +1.9% | -84.6% | +86.5% | +2.1% |
| YTD | +9.6% | -94.2% | +103.8% | +10.8% |
| 1Y | +8.1% | -98.2% | +106.3% | +10.3% |
| All | +11.3% | -99.8% | +111.0% | +14.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling