+474.8%
EAT vs IBN
+57.6%
+417.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.4% | -4.6% |
| 7D | -5.9% | +15.8% | -21.7% | -11.8% |
| 30D | +0.7% | +25.1% | -24.4% | -8.9% |
| 3M | -14.2% | +16.0% | -30.2% | -19.7% |
| 6M | +40.7% | +32.8% | +7.9% | +24.0% |
| YTD | +36.0% | +18.0% | +17.9% | +25.2% |
| 1Y | +83.1% | +15.9% | +67.2% | +69.6% |
| 3Y | +474.8% | +57.6% | +417.2% | +370.3% |
| All | +474.8% | +57.6% | +417.2% | +370.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling