+51.0%
CIFR vs IP
-17.2%
+68.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.1% |
| 7D | +16.9% | -5.3% | +22.2% | +19.9% |
| 30D | -5.2% | -10.9% | +5.7% | -0.3% |
| 3M | -30.6% | +11.2% | -41.7% | -35.9% |
| 6M | +10.6% | -10.2% | +20.8% | +13.5% |
| YTD | +20.2% | -2.0% | +22.2% | +16.5% |
| 1Y | +139.7% | -19.1% | +158.8% | +157.2% |
| 3Y | +489.4% | +20.9% | +468.5% | +416.2% |
| All | +51.0% | -17.2% | +68.2% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 5y: compounded portfolio wealth divided by compounded IP 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…
5y analysis · Full analysis span regression · 6 months rolling