+62.3%
SLV vs IYR
+6.4%
+56.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.9% |
| 7D | +2.8% | -0.9% | +3.7% | +3.3% |
| 30D | +2.2% | -2.4% | +4.6% | +3.5% |
| 3M | +2.9% | -2.0% | +4.9% | +3.5% |
| 6M | -22.4% | +2.5% | -24.9% | -24.7% |
| YTD | -5.7% | +8.3% | -14.1% | -11.5% |
| All | +62.3% | +6.4% | +56.0% | +52.5% |
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