+967.9%
D vs IBN
+1,532.9%
-565.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +1.5% | +1.4% | +0.1% | +1.3% |
| 30D | -2.6% | -0.3% | -2.3% | -2.6% |
| 3M | 0.0% | +17.1% | -17.1% | -1.9% |
| 6M | +7.4% | +3.4% | +4.0% | +6.8% |
| YTD | +15.9% | +2.5% | +13.3% | +15.3% |
| 1Y | +18.1% | -4.2% | +22.3% | +18.3% |
| 3Y | +58.4% | +32.4% | +26.0% | +52.1% |
| 5Y | +5.2% | +59.2% | -54.0% | -1.7% |
| 10Y | +35.9% | +345.7% | -309.8% | +9.4% |
| All | +967.9% | +1,532.9% | -565.0% | +543.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling