+785.9%
IAG vs SBAC
-43.9%
+829.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | +4.3% | -0.1% | +4.3% | +4.3% |
| 30D | +9.8% | +3.2% | +6.5% | +8.6% |
| 3M | +28.9% | -5.1% | +34.0% | +30.3% |
| 6M | -7.6% | -2.1% | -5.5% | -8.3% |
| YTD | +22.0% | -0.5% | +22.5% | +19.4% |
| 1Y | +99.5% | +1.1% | +98.4% | +93.7% |
| 3Y | +818.3% | -7.4% | +825.7% | +813.4% |
| 5Y | +785.9% | -44.3% | +830.2% | +1,024.3% |
| All | +785.9% | -43.9% | +829.9% | +1,024.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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