+11.4%
NEE vs IYR
+12.4%
-1.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.8% | +2.7% |
| 7D | +9.2% | +6.9% | +2.3% | +4.3% |
| 30D | +16.0% | +10.2% | +5.7% | +8.7% |
| 3M | +2.2% | -0.3% | +2.5% | +2.0% |
| 6M | -6.0% | +3.6% | -9.6% | -8.7% |
| YTD | +12.6% | +12.5% | +0.1% | +2.7% |
| 1Y | +11.4% | +12.4% | -1.1% | +1.7% |
| All | +11.4% | +12.4% | -1.0% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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