+1,383.2%
STX vs IYR
+29.8%
+1,353.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.6% | +6.5% |
| 7D | +10.7% | -0.4% | +11.1% | +10.9% |
| 30D | +11.3% | -2.5% | +13.8% | +12.2% |
| 3M | +3.2% | +1.5% | +1.8% | +1.2% |
| 6M | +157.0% | +3.9% | +153.1% | +147.7% |
| YTD | +229.2% | +9.5% | +219.7% | +206.7% |
| 1Y | +381.8% | +7.5% | +374.4% | +353.0% |
| 3Y | +1,383.2% | +30.8% | +1,352.4% | +1,146.0% |
| All | +1,383.2% | +29.8% | +1,353.4% | +1,146.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling