+49.9%
TRV vs IYR
+12.4%
+37.5%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.4% | +1.6% |
| 7D | +3.9% | +6.9% | -3.0% | -0.1% |
| 30D | +13.5% | +10.2% | +3.2% | +7.3% |
| 3M | +8.9% | -0.3% | +9.2% | +9.0% |
| 6M | +36.8% | +3.6% | +33.1% | +34.2% |
| YTD | +42.7% | +12.5% | +30.2% | +35.6% |
| 1Y | +49.9% | +12.4% | +37.4% | +42.4% |
| All | +49.9% | +12.4% | +37.5% | +42.4% |
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