-20.3%
RIOT vs IYR
+12.4%
-32.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.1% | +6.5% | +7.6% |
| 7D | +6.4% | +6.9% | -0.6% | +2.2% |
| 30D | -20.4% | +10.2% | -30.7% | -25.8% |
| 3M | -28.7% | -0.3% | -28.4% | -27.6% |
| 6M | -17.7% | +3.6% | -21.3% | -22.8% |
| YTD | +21.3% | +12.5% | +8.8% | -1.5% |
| 1Y | -20.3% | +12.4% | -32.7% | -35.4% |
| All | -20.3% | +12.4% | -32.6% | -35.4% |
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