+42.6%
IYR vs NDAQ
+120.1%
-77.5%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -1.2% | 0.0% | -1.2% | -1.2% |
| 30D | +6.1% | +16.3% | -10.2% | +1.4% |
| 3M | +0.9% | +15.8% | -14.9% | -3.4% |
| 6M | +1.2% | +24.8% | -23.7% | -5.7% |
| YTD | +11.1% | +14.1% | -2.9% | +6.6% |
| 1Y | +9.0% | +26.5% | -17.6% | +0.1% |
| All | +42.6% | +120.1% | -77.5% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling