+1,784.6%
BE vs IAG
+797.8%
+986.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.8% | +11.4% | +10.4% |
| 7D | +29.8% | +4.3% | +25.5% | +27.5% |
| 30D | +26.4% | +9.8% | +16.6% | +21.0% |
| 3M | +9.3% | +28.9% | -19.6% | -2.5% |
| 6M | +105.1% | -7.6% | +112.6% | +106.0% |
| YTD | +219.0% | +22.0% | +197.1% | +186.9% |
| 1Y | +418.8% | +99.5% | +319.2% | +296.2% |
| 3Y | +1,784.6% | +818.3% | +966.3% | +680.1% |
| All | +1,784.6% | +797.8% | +986.8% | +680.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling