+57.0%
BEN vs IAG
+797.8%
-740.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.1% |
| 7D | +4.7% | +4.3% | +0.4% | +4.4% |
| 30D | +2.6% | +9.8% | -7.2% | +1.9% |
| 3M | +11.5% | +28.9% | -17.4% | +9.3% |
| 6M | +35.3% | -7.6% | +42.9% | +34.8% |
| YTD | +48.6% | +22.0% | +26.7% | +45.1% |
| 1Y | +46.7% | +99.5% | -52.8% | +38.0% |
| 3Y | +57.0% | +818.3% | -761.2% | +20.4% |
| All | +57.0% | +797.8% | -740.8% | +20.4% |
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