+5.5%
IYR vs URI
+200.7%
-195.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.1% |
| 7D | -1.2% | -2.0% | +0.7% | -0.8% |
| 30D | -2.9% | -12.9% | +10.1% | +0.1% |
| 3M | +0.8% | -6.7% | +7.6% | +1.9% |
| 6M | +1.9% | +19.0% | -17.1% | -3.6% |
| YTD | +9.6% | +25.5% | -15.9% | +1.5% |
| 1Y | +8.1% | +5.5% | +2.5% | +4.5% |
| 3Y | +29.2% | +111.3% | -82.1% | -2.0% |
| All | +5.5% | +200.7% | -195.2% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling