+1,335.2%
STX vs IAG
+790.4%
+544.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.5% | +6.7% |
| 7D | +2.4% | -0.5% | +2.9% | +2.3% |
| 30D | +1.4% | +28.9% | -27.5% | -3.6% |
| 3M | -8.2% | +19.1% | -27.4% | -11.7% |
| 6M | +127.0% | -10.3% | +137.3% | +126.5% |
| YTD | +209.1% | +24.2% | +185.0% | +193.3% |
| 1Y | +365.4% | +116.5% | +248.9% | +313.9% |
| All | +1,335.2% | +790.4% | +544.7% | +1,000.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 3y: compounded portfolio wealth divided by compounded IAG 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…
3y analysis · Full analysis span regression · 6 months rolling