+251.0%
DIA vs IBN
+312.2%
-61.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.3% |
| 7D | -1.2% | -5.1% | +3.9% | +0.1% |
| 30D | -2.7% | -3.5% | +0.8% | -1.8% |
| 3M | +3.3% | +11.3% | -8.0% | +0.3% |
| 6M | +10.4% | +4.4% | +6.0% | +8.9% |
| YTD | +10.0% | -1.8% | +11.8% | +10.1% |
| 1Y | +16.2% | -8.0% | +24.2% | +18.1% |
| 3Y | +58.7% | +27.1% | +31.7% | +46.5% |
| 5Y | +63.6% | +54.5% | +9.1% | +41.7% |
| 10Y | +251.0% | +314.2% | -63.2% | +142.9% |
| All | +251.0% | +312.2% | -61.2% | +142.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling