+700.6%
IYR vs GEN
+907.7%
-207.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.3% |
| 7D | -1.2% | -1.2% | -0.1% | -1.0% |
| 30D | -2.9% | +10.1% | -13.0% | -4.8% |
| 3M | +0.8% | +16.1% | -15.2% | -2.4% |
| 6M | +1.9% | +38.9% | -37.0% | -5.6% |
| YTD | +9.6% | +14.4% | -4.8% | +5.5% |
| 1Y | +8.1% | +5.9% | +2.2% | +5.6% |
| 3Y | +29.2% | +58.8% | -29.6% | +14.9% |
| 5Y | +4.3% | +24.7% | -20.4% | -4.2% |
| 10Y | +64.7% | +163.1% | -98.4% | +22.8% |
| All | +700.6% | +907.7% | -207.1% | +375.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling