+83.6%
IYR vs NDAQ
+471.8%
-388.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +0.6% | +1.3% | -0.7% | 0.0% |
| 30D | +6.6% | +18.0% | -11.4% | -1.5% |
| 3M | -1.8% | +11.5% | -13.3% | -7.0% |
| 6M | +1.4% | +21.1% | -19.6% | -8.1% |
| YTD | +10.5% | +12.8% | -2.3% | +2.6% |
| 1Y | +10.6% | +25.7% | -15.1% | -2.9% |
| 3Y | +41.8% | +116.8% | -75.0% | -8.2% |
| 5Y | +6.0% | +67.3% | -61.2% | -22.7% |
| All | +83.6% | +471.8% | -388.2% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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