+200.5%
B vs IBN
+368.7%
-168.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.6% | +4.0% |
| 7D | +11.3% | +14.6% | -3.3% | +9.8% |
| 30D | +2.9% | +23.5% | -20.6% | +0.8% |
| 3M | -2.9% | +14.0% | -16.9% | -4.2% |
| 6M | -1.2% | +31.1% | -32.3% | -3.8% |
| YTD | -1.3% | +16.6% | -17.9% | -3.0% |
| 1Y | +30.4% | +14.9% | +15.5% | +28.3% |
| 3Y | +195.3% | +56.9% | +138.4% | +183.8% |
| 5Y | +146.2% | +69.7% | +76.5% | +135.8% |
| 10Y | +200.5% | +365.4% | -164.9% | +171.5% |
| All | +200.5% | +368.7% | -168.2% | +171.5% |
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