+214.8%
TER vs IYR
+5.4%
+209.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.6% |
| 7D | +9.4% | -2.8% | +12.2% | +8.9% |
| 30D | -2.4% | -2.5% | +0.1% | -2.8% |
| 3M | +6.5% | -3.0% | +9.5% | +5.0% |
| 6M | +23.2% | +1.6% | +21.5% | +17.1% |
| YTD | +91.5% | +7.3% | +84.2% | +86.7% |
| 1Y | +214.8% | +5.6% | +209.2% | +198.0% |
| All | +214.8% | +5.4% | +209.4% | +198.0% |
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