+492.7%
SPCX vs IYR
+14.5%
+478.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +5.6% |
| 7D | +13.2% | -0.1% | +13.3% | +13.2% |
| 30D | -10.6% | +5.7% | -16.3% | -55.3% |
| 3M | -4.2% | -0.6% | -3.6% | -23.0% |
| 6M | +536.7% | +7.3% | +529.4% | +256.0% |
| YTD | +542.4% | +10.4% | +531.9% | +258.9% |
| 1Y | +446.0% | +9.2% | +436.8% | +205.1% |
| All | +492.7% | +14.5% | +478.2% | +228.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling