+71.6%
STX vs IRM
+10.0%
+61.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | -17.3% | -5.1% | -12.2% | -13.3% |
| 30D | -35.9% | -3.3% | -32.7% | -33.5% |
| 3M | -37.3% | -8.2% | -29.2% | -32.3% |
| 6M | -35.8% | -12.8% | -23.1% | -28.6% |
| YTD | +82.7% | +36.6% | +46.1% | +51.0% |
| 1Y | +71.6% | +11.9% | +59.7% | +65.0% |
| All | +71.6% | +10.0% | +61.7% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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