+312.1%
CG vs IBN
+316.4%
-4.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | -9.8% | -5.5% | -4.3% | -7.6% |
| 30D | -10.3% | -3.4% | -6.9% | -9.1% |
| 3M | -1.7% | +8.7% | -10.3% | -5.1% |
| 6M | -9.8% | +3.7% | -13.5% | -11.3% |
| YTD | -25.6% | -2.4% | -23.2% | -25.0% |
| 1Y | -32.5% | -8.1% | -24.4% | -30.5% |
| 3Y | +45.6% | +26.3% | +19.3% | +30.8% |
| 5Y | +3.7% | +54.9% | -51.3% | -13.6% |
| All | +312.1% | +316.4% | -4.3% | +159.4% |
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