+54.6%
CG vs IBN
+56.2%
-1.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +5.8% |
| 7D | +3.0% | +14.6% | -11.6% | -3.3% |
| 30D | +10.1% | +23.5% | -13.4% | -0.3% |
| 3M | -10.8% | +14.0% | -24.8% | -16.3% |
| 6M | -15.2% | +31.1% | -46.4% | -25.5% |
| YTD | -26.9% | +16.6% | -43.5% | -32.3% |
| 1Y | -17.0% | +14.9% | -32.0% | -22.7% |
| 3Y | +54.6% | +56.9% | -2.2% | +29.9% |
| All | +54.6% | +56.2% | -1.5% | +29.9% |
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