+274.8%
CG vs IBN
+385.6%
-110.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +0.9% |
| 7D | +0.2% | +1.9% | -1.7% | -0.6% |
| 30D | +11.2% | +22.1% | -10.9% | +1.9% |
| 3M | -22.1% | +17.1% | -39.2% | -27.4% |
| 6M | -17.9% | +35.5% | -53.5% | -28.2% |
| YTD | -31.3% | +16.8% | -48.1% | -36.0% |
| 1Y | -24.0% | +12.4% | -36.4% | -28.0% |
| 3Y | +45.0% | +58.0% | -13.1% | +17.6% |
| 5Y | -22.6% | +73.7% | -96.4% | -39.3% |
| All | +274.8% | +385.6% | -110.7% | +112.2% |
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