+310.6%
BE vs IAG
+94.1%
+216.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -2.9% |
| 7D | +9.7% | -4.1% | +13.8% | +11.9% |
| 30D | +22.4% | +10.6% | +11.8% | +14.9% |
| 3M | +10.4% | +35.4% | -25.0% | -9.0% |
| 6M | +67.9% | -9.5% | +77.4% | +71.6% |
| YTD | +197.5% | +21.8% | +175.7% | +149.5% |
| 1Y | +310.6% | +84.1% | +226.4% | +175.0% |
| All | +310.6% | +94.1% | +216.5% | +175.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling