+77.2%
TGT vs IYR
+6.2%
+70.9%
-13.3%
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% | -0.5% |
| 7D | -5.2% | -1.4% | -3.9% | -4.3% |
| 30D | +1.2% | -2.7% | +3.9% | +3.3% |
| 3M | +18.4% | -2.1% | +20.5% | +20.3% |
| 6M | +33.4% | +3.6% | +29.9% | +29.9% |
| YTD | +63.8% | +8.1% | +55.7% | +51.1% |
| 1Y | +77.2% | +4.7% | +72.4% | +62.6% |
| All | +77.2% | +6.2% | +70.9% | +62.6% |
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