+322.7%
EAT vs IBN
+56.7%
+266.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.8% | -1.8% |
| 7D | -4.9% | -2.2% | -2.7% | -3.6% |
| 30D | -1.2% | -2.3% | +1.1% | +0.1% |
| 3M | +52.2% | +15.9% | +36.4% | +38.9% |
| 6M | +65.0% | +5.6% | +59.4% | +59.2% |
| YTD | +55.0% | -0.1% | +55.1% | +54.2% |
| 1Y | +42.1% | -6.5% | +48.6% | +46.5% |
| 3Y | +614.7% | +29.3% | +585.4% | +474.5% |
| 5Y | +322.7% | +56.6% | +266.2% | +177.8% |
| All | +322.7% | +56.7% | +266.0% | +177.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling