+42.1%
BEN vs IAG
+119.5%
-77.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +3.6% |
| 7D | +0.2% | -0.5% | +0.8% | +0.2% |
| 30D | -0.5% | +28.9% | -29.4% | -2.1% |
| 3M | +9.7% | +19.1% | -9.4% | +8.1% |
| 6M | +33.9% | -10.3% | +44.2% | +31.2% |
| YTD | +49.0% | +24.2% | +24.8% | +47.0% |
| 1Y | +42.1% | +116.5% | -74.4% | +41.2% |
| All | +42.1% | +119.5% | -77.4% | +41.2% |
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