+614.7%
EAT vs IAG
+797.8%
-183.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -3.1% |
| 7D | -4.9% | +4.3% | -9.2% | -5.4% |
| 30D | -1.2% | +9.8% | -11.0% | -2.5% |
| 3M | +52.2% | +28.9% | +23.3% | +46.4% |
| 6M | +65.0% | -7.6% | +72.6% | +64.9% |
| YTD | +55.0% | +22.0% | +33.1% | +47.9% |
| 1Y | +42.1% | +99.5% | -57.4% | +25.6% |
| 3Y | +614.7% | +818.3% | -203.6% | +400.9% |
| All | +614.7% | +797.8% | -183.1% | +400.9% |
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