-14.3%
TEAM vs IYR
+41.7%
-56.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -29.6% |
| 3M | -9.6% | -1.8% | -7.8% | -8.6% |
| 6M | +86.0% | +1.4% | +84.6% | +84.5% |
| YTD | -7.5% | +10.5% | -18.0% | -15.1% |
| 1Y | -1.4% | +10.6% | -12.0% | -9.6% |
| 3Y | -14.3% | +41.8% | -56.1% | -40.7% |
| All | -14.3% | +41.7% | -56.0% | -40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling