+7.1%
IYR vs GEN
+31.7%
-24.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | +2.1% | +1.0% | +1.1% | +1.9% |
| 30D | +7.2% | +29.1% | -21.9% | +1.6% |
| 3M | +0.4% | +2.9% | -2.5% | -0.8% |
| 6M | +1.4% | +33.6% | -32.2% | -5.7% |
| YTD | +11.3% | +12.0% | -0.7% | +7.5% |
| 1Y | +10.5% | +16.2% | -5.7% | +5.7% |
| 3Y | +41.7% | +65.1% | -23.4% | +22.2% |
| 5Y | +7.1% | +33.3% | -26.2% | -8.1% |
| All | +7.1% | +31.7% | -24.6% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling