+29.2%
CHD vs IBN
+57.3%
-28.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.4% |
| 7D | +3.6% | +1.9% | +1.8% | +3.4% |
| 30D | +10.4% | +22.1% | -11.7% | +8.1% |
| 3M | +12.2% | +17.1% | -4.9% | +10.2% |
| 6M | +19.9% | +35.5% | -15.6% | +16.3% |
| YTD | +36.4% | +16.8% | +19.6% | +33.6% |
| 1Y | +35.1% | +12.4% | +22.7% | +32.7% |
| 3Y | +29.2% | +58.0% | -28.9% | +29.8% |
| All | +29.2% | +57.3% | -28.2% | +29.8% |
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