+2,398.6%
EAT vs IBN
+1,779.7%
+618.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.4% | -4.4% |
| 7D | -5.9% | +15.8% | -21.7% | -9.2% |
| 30D | +0.7% | +25.1% | -24.4% | -4.6% |
| 3M | -14.2% | +16.0% | -30.2% | -17.3% |
| 6M | +40.7% | +32.8% | +7.9% | +31.5% |
| YTD | +36.0% | +18.0% | +17.9% | +30.5% |
| 1Y | +83.1% | +15.9% | +67.2% | +76.4% |
| 3Y | +474.8% | +57.6% | +417.2% | +413.7% |
| 5Y | +347.6% | +74.7% | +272.9% | +292.6% |
| 10Y | +321.5% | +373.9% | -52.4% | +195.8% |
| All | +2,398.6% | +1,779.7% | +618.8% | +1,217.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling