+29.7%
RCL vs IYR
+9.7%
+20.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.1% |
| 7D | +0.6% | -1.2% | +1.8% | +2.0% |
| 30D | +19.4% | +6.1% | +13.3% | +12.0% |
| 3M | +9.8% | +0.9% | +8.8% | +9.0% |
| 6M | +28.6% | +1.2% | +27.5% | +27.0% |
| YTD | +22.2% | +11.1% | +11.0% | +1.7% |
| 1Y | +29.7% | +9.0% | +20.8% | +12.6% |
| All | +29.7% | +9.7% | +20.1% | +12.6% |
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