+12.4%
IYR vs FRSH
+21.1%
-8.6%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.3% | +9.4% | +3.2% |
| 7D | +6.9% | -13.8% | +20.7% | +7.2% |
| 30D | +10.2% | +0.3% | +9.9% | +10.1% |
| 3M | -0.3% | +10.1% | -10.4% | -0.6% |
| 6M | +3.6% | +47.7% | -44.0% | +2.9% |
| YTD | +12.5% | +8.2% | +4.2% | +11.7% |
| 1Y | +12.4% | +21.4% | -9.0% | +8.0% |
| All | +12.4% | +21.1% | -8.6% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1y: compounded portfolio wealth divided by compounded FRSH 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…
1y analysis · Full analysis span regression · 6 months rolling