-28.6%
NOW vs IYR
+8.1%
-36.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.0% |
| 7D | -6.1% | -0.4% | -5.7% | -6.1% |
| 30D | +7.5% | -2.5% | +10.0% | +7.3% |
| 3M | +17.5% | +1.5% | +16.1% | +19.4% |
| 6M | +7.9% | +3.9% | +4.1% | +8.5% |
| YTD | -12.4% | +9.5% | -21.9% | -12.6% |
| 1Y | -28.6% | +7.5% | -36.0% | -28.6% |
| All | -28.6% | +8.1% | -36.7% | -28.6% |
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