+20.2%
ALC vs IBN
+168.7%
-148.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.5% |
| 7D | -5.3% | -5.1% | -0.2% | -3.9% |
| 30D | -7.1% | -3.5% | -3.5% | -6.2% |
| 3M | +0.8% | +11.3% | -10.5% | -2.2% |
| 6M | -16.0% | +4.4% | -20.4% | -17.2% |
| YTD | -12.7% | -1.8% | -10.9% | -12.6% |
| 1Y | -12.8% | -8.0% | -4.9% | -11.3% |
| 3Y | -15.8% | +27.1% | -42.9% | -22.6% |
| 5Y | -16.7% | +54.5% | -71.1% | -28.1% |
| All | +20.2% | +168.7% | -148.5% | -10.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling