+295.1%
CG vs IBN
+389.8%
-94.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -3.8% | +11.1% | -14.9% | -8.2% |
| 30D | +7.5% | +23.9% | -16.3% | -2.1% |
| 3M | -14.4% | +16.3% | -30.7% | -19.9% |
| 6M | -15.7% | +34.2% | -49.9% | -25.9% |
| YTD | -29.0% | +17.6% | -46.5% | -34.0% |
| 1Y | -22.1% | +13.8% | -35.9% | -26.7% |
| 3Y | +49.1% | +57.0% | -7.9% | +21.3% |
| 5Y | -18.4% | +75.3% | -93.7% | -36.2% |
| 10Y | +295.1% | +388.7% | -93.6% | +125.4% |
| All | +295.1% | +389.8% | -94.7% | +125.4% |
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