+5.7%
IYR vs GEN
+20.0%
-14.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -0.9% | -2.9% | +2.0% | -0.3% |
| 30D | -2.4% | +2.1% | -4.4% | -2.9% |
| 3M | -2.0% | +19.7% | -21.7% | -5.9% |
| 6M | +2.5% | +33.3% | -30.8% | -4.5% |
| YTD | +8.3% | +11.1% | -2.8% | +5.2% |
| 1Y | +6.5% | +3.0% | +3.5% | +5.3% |
| 3Y | +29.3% | +57.9% | -28.6% | +13.3% |
| 5Y | +5.7% | +20.6% | -14.9% | -6.8% |
| All | +5.7% | +20.0% | -14.3% | -6.8% |
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