+27.8%
PCAR vs IYR
+8.1%
+19.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | -7.7% | -2.5% | -5.2% | -6.0% |
| 3M | +3.7% | +1.5% | +2.2% | +2.0% |
| 6M | +2.3% | +3.9% | -1.6% | -1.8% |
| YTD | +12.8% | +9.5% | +3.3% | +2.8% |
| 1Y | +27.8% | +7.5% | +20.3% | +18.2% |
| All | +27.8% | +8.1% | +19.6% | +18.2% |
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