+309.8%
BE vs IJH
+14.9%
+294.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +4.4% |
| 7D | +9.0% | -1.9% | +10.9% | +15.2% |
| 30D | +16.3% | -4.6% | +20.9% | +34.2% |
| 3M | +10.8% | -1.2% | +12.0% | +17.1% |
| 6M | +73.2% | +9.4% | +63.8% | +40.6% |
| YTD | +217.4% | +13.3% | +204.0% | +130.6% |
| 1Y | +309.8% | +13.4% | +296.4% | +194.2% |
| All | +309.8% | +14.9% | +294.9% | +194.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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