+30.8%
IYR vs GEN
+57.7%
-27.0%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.7% | +0.4% |
| 7D | -0.4% | -0.7% | +0.3% | -0.3% |
| 30D | -2.5% | +2.6% | -5.2% | -3.1% |
| 3M | +1.5% | +15.8% | -14.3% | -1.6% |
| 6M | +3.9% | +33.1% | -29.3% | -2.4% |
| YTD | +9.5% | +11.3% | -1.8% | +7.4% |
| 1Y | +7.5% | +1.7% | +5.8% | +7.8% |
| 3Y | +30.8% | +58.1% | -27.4% | +13.2% |
| All | +30.8% | +57.7% | -27.0% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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