+12.4%
IYR vs Q
+19.7%
-7.2%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +6.9% | -3.3% | +10.2% | +7.0% |
| 30D | +10.2% | -9.7% | +19.9% | +10.5% |
| 3M | -0.3% | -16.1% | +15.8% | 0.0% |
| 6M | +3.6% | -15.7% | +19.3% | +3.2% |
| YTD | +12.5% | +45.7% | -33.3% | +7.7% |
| 1Y | +12.4% | +18.0% | -5.6% | +10.2% |
| All | +12.4% | +19.7% | -7.2% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling