+66.9%
IYR vs HDB
+42.1%
+24.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | -1.2% |
| 7D | -1.4% | +0.7% | -2.1% | -1.6% |
| 30D | -2.7% | +1.0% | -3.7% | -3.1% |
| 3M | -2.1% | -2.0% | -0.2% | -2.1% |
| 6M | +3.6% | -18.1% | +21.7% | +8.8% |
| YTD | +8.1% | -36.1% | +44.3% | +22.0% |
| 1Y | +4.7% | -34.0% | +38.8% | +16.8% |
| 3Y | +29.1% | -26.7% | +55.8% | +37.1% |
| 5Y | +6.9% | -33.9% | +40.8% | +15.1% |
| All | +66.9% | +42.1% | +24.9% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling