+614.7%
EAT vs IBN
+29.3%
+585.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.8% | -2.2% |
| 7D | -4.9% | -2.2% | -2.7% | -4.0% |
| 30D | -1.2% | -2.3% | +1.1% | -0.2% |
| 3M | +52.2% | +15.9% | +36.4% | +42.5% |
| 6M | +65.0% | +5.6% | +59.4% | +60.4% |
| YTD | +55.0% | -0.1% | +55.1% | +53.7% |
| 1Y | +42.1% | -6.5% | +48.6% | +44.2% |
| 3Y | +614.7% | +29.3% | +585.4% | +529.5% |
| All | +614.7% | +29.3% | +585.4% | +529.5% |
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