-39.4%
RDDT vs IYR
+6.2%
-45.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.2% |
| 7D | +2.1% | -1.4% | +3.5% | +2.8% |
| 30D | +2.8% | -2.7% | +5.5% | +4.3% |
| 3M | -8.9% | -2.1% | -6.8% | -7.7% |
| 6M | +15.1% | +3.6% | +11.5% | +10.5% |
| YTD | -31.4% | +8.1% | -39.5% | -36.6% |
| 1Y | -39.4% | +4.7% | -44.2% | -44.9% |
| All | -39.4% | +6.2% | -45.7% | -44.9% |
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