+72.4%
UBER vs IYR
+42.1%
+30.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.9% |
| 7D | -5.4% | -1.4% | -4.0% | -4.3% |
| 30D | -4.9% | -2.7% | -2.2% | -2.7% |
| 3M | +3.0% | -2.1% | +5.2% | +4.7% |
| 6M | -4.4% | +3.6% | -8.0% | -7.5% |
| YTD | -12.3% | +8.1% | -20.4% | -18.4% |
| 1Y | -24.3% | +4.7% | -29.0% | -27.8% |
| 3Y | +46.4% | +29.1% | +17.3% | +14.5% |
| 5Y | +79.7% | +6.9% | +72.7% | +67.2% |
| All | +72.4% | +42.1% | +30.3% | +20.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling