+2,025.7%
ALL vs IBN
+1,726.4%
+299.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.2% | -8.6% | -5.4% |
| 7D | -1.9% | +15.1% | -17.0% | -5.0% |
| 30D | +13.8% | +21.6% | -7.9% | +9.0% |
| 3M | -7.0% | +11.2% | -18.2% | -9.2% |
| 6M | +18.0% | +27.8% | -9.7% | +11.6% |
| YTD | +24.2% | +14.7% | +9.5% | +20.0% |
| 1Y | +31.2% | +14.4% | +16.8% | +26.8% |
| 3Y | +107.5% | +52.1% | +55.4% | +86.9% |
| 5Y | +144.8% | +70.7% | +74.1% | +113.4% |
| 10Y | +375.8% | +385.5% | -9.8% | +215.2% |
| All | +2,025.7% | +1,726.4% | +299.3% | +988.3% |
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