+365.4%
STX vs IEFA
+23.1%
+342.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.1% |
| 7D | +2.4% | +0.6% | +1.8% | +1.3% |
| 30D | +1.4% | +1.0% | +0.3% | -0.4% |
| 3M | -8.2% | +4.7% | -12.9% | -14.5% |
| 6M | +127.0% | +8.6% | +118.4% | +102.0% |
| YTD | +209.1% | +14.8% | +194.3% | +142.5% |
| 1Y | +365.4% | +22.6% | +342.8% | +216.0% |
| All | +365.4% | +23.1% | +342.3% | +216.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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