+325.9%
EAT vs IBN
+389.8%
-64.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | -8.9% | +11.1% | -20.1% | -13.4% |
| 30D | +3.4% | +23.9% | -20.4% | -6.5% |
| 3M | -9.3% | +16.3% | -25.6% | -15.7% |
| 6M | +43.8% | +34.2% | +9.6% | +25.3% |
| YTD | +39.9% | +17.6% | +22.3% | +29.1% |
| 1Y | +89.7% | +13.8% | +75.9% | +77.5% |
| 3Y | +491.3% | +57.0% | +434.2% | +371.5% |
| 5Y | +365.4% | +75.3% | +290.1% | +252.7% |
| 10Y | +325.9% | +388.7% | -62.8% | +160.8% |
| All | +325.9% | +389.8% | -64.0% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling