+86.0%
IYR vs URI
+1,313.6%
-1,227.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.9% | -5.3% | 0.0% |
| 7D | +2.3% | -4.0% | +6.3% | +3.1% |
| 30D | +7.4% | +6.8% | +0.6% | +5.5% |
| 3M | -0.7% | -2.8% | +2.1% | -0.5% |
| 6M | +1.6% | +20.9% | -19.2% | -3.7% |
| YTD | +11.6% | +40.2% | -28.7% | +0.5% |
| 1Y | +10.5% | +34.1% | -23.6% | +0.5% |
| 3Y | +43.4% | +164.1% | -120.8% | +6.4% |
| 5Y | +6.8% | +199.3% | -192.5% | -25.3% |
| 10Y | +86.0% | +1,218.8% | -1,132.8% | -7.4% |
| All | +86.0% | +1,313.6% | -1,227.7% | -7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling