-53.1%
TEAM vs IYR
+4.2%
-57.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +2.0% |
| 7D | -4.7% | -0.9% | -3.8% | -3.7% |
| 30D | +17.0% | -2.4% | +19.4% | +20.1% |
| 3M | +85.9% | -2.0% | +87.9% | +90.8% |
| 6M | +116.7% | +2.5% | +114.2% | +108.4% |
| YTD | +9.6% | +8.3% | +1.3% | -2.4% |
| 1Y | -2.5% | +6.5% | -9.0% | -11.6% |
| 3Y | -14.0% | +29.3% | -43.3% | -41.5% |
| 5Y | -53.1% | +5.7% | -58.8% | -53.5% |
| All | -53.1% | +4.2% | -57.3% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling