+55.4%
CG vs IBN
+29.3%
+26.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.4% | -1.0% |
| 7D | -1.3% | -2.2% | +0.9% | -0.2% |
| 30D | -3.2% | -2.3% | -0.9% | -2.2% |
| 3M | +6.2% | +15.9% | -9.6% | -1.3% |
| 6M | -4.7% | +5.6% | -10.3% | -7.4% |
| YTD | -20.6% | -0.1% | -20.5% | -20.9% |
| 1Y | -26.4% | -6.5% | -19.8% | -24.7% |
| 3Y | +55.4% | +29.3% | +26.1% | +36.0% |
| All | +55.4% | +29.3% | +26.1% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling