+443.6%
TEAM vs IYR
+87.3%
+356.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -2.4% | +0.6% | -3.0% | -2.8% |
| 30D | -26.7% | +6.6% | -33.3% | -30.1% |
| 3M | -9.6% | -1.8% | -7.8% | -8.7% |
| 6M | +86.0% | +1.4% | +84.6% | +83.4% |
| YTD | -7.5% | +10.5% | -18.0% | -15.3% |
| 1Y | -1.4% | +10.6% | -12.0% | -9.7% |
| 3Y | -14.3% | +41.8% | -56.1% | -34.8% |
| 5Y | -66.3% | +6.0% | -72.3% | -68.3% |
| All | +443.6% | +87.3% | +356.3% | +306.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling