+2,946.9%
CB vs IBN
+1,532.9%
+1,414.0%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | +0.5% | +1.4% | -0.9% | +0.2% |
| 30D | -3.1% | -0.3% | -2.8% | -3.1% |
| 3M | +9.0% | +17.1% | -8.2% | +5.5% |
| 6M | +2.9% | +3.4% | -0.5% | +1.9% |
| YTD | +10.1% | +2.5% | +7.6% | +9.2% |
| 1Y | +22.8% | -4.2% | +27.0% | +23.3% |
| 3Y | +73.8% | +32.4% | +41.4% | +62.6% |
| 5Y | +99.2% | +59.2% | +40.0% | +78.4% |
| 10Y | +218.2% | +345.7% | -127.5% | +124.1% |
| All | +2,946.9% | +1,532.9% | +1,414.0% | +1,361.0% |
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