+64.3%
IYR vs URI
+1,157.2%
-1,092.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -0.4% | +2.5% | -2.9% | -1.0% |
| 30D | -2.5% | -12.5% | +10.0% | +0.4% |
| 3M | +1.5% | -6.2% | +7.6% | +2.4% |
| 6M | +3.9% | +25.9% | -22.0% | -2.9% |
| YTD | +9.5% | +26.2% | -16.7% | +1.6% |
| 1Y | +7.5% | +5.5% | +2.0% | +3.8% |
| 3Y | +30.8% | +125.0% | -94.2% | +1.9% |
| 5Y | +4.8% | +210.4% | -205.6% | -26.5% |
| 10Y | +64.3% | +1,157.2% | -1,092.9% | -15.8% |
| All | +64.3% | +1,157.2% | -1,092.9% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded URI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling