-59.1%
Z vs IRE
-98.3%
+39.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +39.6% | -42.0% | -2.5% |
| 7D | -4.6% | -27.2% | +22.6% | -4.6% |
| 30D | +8.3% | -75.1% | +83.4% | +9.1% |
| 3M | -11.6% | -77.9% | +66.3% | -11.1% |
| 6M | -33.6% | -94.6% | +60.9% | -31.5% |
| YTD | -56.7% | -91.5% | +34.9% | -57.5% |
| 1Y | -59.1% | -97.8% | +38.7% | -57.3% |
| All | -59.1% | -98.3% | +39.2% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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