-8.6%
PATH vs IYR
+9.7%
-18.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | -2.7% | -1.2% | -1.5% | -2.7% |
| 30D | -1.4% | +6.1% | -7.5% | -1.1% |
| 3M | -16.4% | +0.9% | -17.4% | -16.6% |
| 6M | +23.3% | +1.2% | +22.1% | +24.5% |
| YTD | -19.8% | +11.1% | -31.0% | -20.4% |
| 1Y | -8.6% | +9.0% | -17.5% | -7.9% |
| All | -8.6% | +9.7% | -18.2% | -7.9% |
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