+1.7%
TEAM vs IYR
+6.2%
-4.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | -5.2% | -1.4% | -3.9% | -5.2% |
| 30D | +15.8% | -2.7% | +18.4% | +15.6% |
| 3M | +101.5% | -2.1% | +103.6% | +102.1% |
| 6M | +138.2% | +3.6% | +134.6% | +141.2% |
| YTD | +10.8% | +8.1% | +2.7% | +10.6% |
| 1Y | +1.7% | +4.7% | -3.0% | -0.7% |
| All | +1.7% | +6.2% | -4.5% | -0.7% |
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 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