+1,726.2%
BE vs IJH
+49.7%
+1,676.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +5.1% |
| 7D | +9.0% | -1.9% | +10.9% | +13.2% |
| 30D | +16.3% | -4.6% | +20.9% | +28.2% |
| 3M | +10.8% | -1.2% | +12.0% | +15.4% |
| 6M | +73.2% | +9.4% | +63.8% | +51.6% |
| YTD | +217.4% | +13.3% | +204.0% | +163.9% |
| 1Y | +309.8% | +13.4% | +296.4% | +247.2% |
| 3Y | +1,726.2% | +50.4% | +1,675.7% | +738.5% |
| All | +1,726.2% | +49.7% | +1,676.4% | +738.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling