-58.5%
Z vs IRE
-98.6%
+40.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -33.9% | +23.3% | -10.6% |
| 7D | -2.3% | -57.1% | +54.9% | -2.2% |
| 30D | +9.4% | -84.4% | +93.8% | +10.4% |
| 3M | -16.1% | -85.0% | +68.9% | -15.5% |
| 6M | -30.4% | -95.2% | +64.8% | -28.7% |
| YTD | -55.6% | -93.9% | +38.3% | -56.4% |
| 1Y | -58.5% | -98.8% | +40.3% | -56.1% |
| All | -58.5% | -98.6% | +40.1% | -56.1% |
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