+211.9%
B vs IBN
+312.2%
-100.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.3% |
| 7D | +1.0% | -5.1% | +6.1% | +1.5% |
| 30D | +9.5% | -3.5% | +13.0% | +9.9% |
| 3M | +14.3% | +11.3% | +3.0% | +13.3% |
| 6M | -1.9% | +4.4% | -6.3% | -2.3% |
| YTD | +4.1% | -1.8% | +5.9% | +4.1% |
| 1Y | +56.1% | -8.0% | +64.1% | +56.8% |
| 3Y | +202.0% | +27.1% | +174.9% | +196.4% |
| 5Y | +158.8% | +54.5% | +104.3% | +151.5% |
| 10Y | +211.9% | +314.2% | -102.3% | +193.7% |
| All | +211.9% | +312.2% | -100.3% | +193.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling