+350.4%
STX vs IYR
+5.4%
+345.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.7% | -3.5% |
| 7D | +8.0% | -2.8% | +10.8% | +5.3% |
| 30D | +5.1% | -2.5% | +7.6% | +2.8% |
| 3M | +5.8% | -3.0% | +8.7% | +3.3% |
| 6M | +124.9% | +1.6% | +123.3% | +116.8% |
| YTD | +213.9% | +7.3% | +206.6% | +213.6% |
| 1Y | +350.4% | +5.6% | +344.8% | +349.7% |
| All | +350.4% | +5.4% | +345.0% | +349.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling