+3,457.3%
DLR vs IBN
+1,472.9%
+1,984.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +2.9% |
| 7D | +2.4% | +14.6% | -12.2% | -1.4% |
| 30D | +0.7% | +23.5% | -22.8% | -5.0% |
| 3M | -6.4% | +14.0% | -20.4% | -9.9% |
| 6M | -6.5% | +31.1% | -37.7% | -13.3% |
| YTD | +18.8% | +16.6% | +2.2% | +13.5% |
| 1Y | +9.0% | +14.9% | -5.9% | +4.6% |
| 3Y | +54.5% | +56.9% | -2.4% | +34.7% |
| 5Y | +35.8% | +69.7% | -33.8% | +15.2% |
| 10Y | +177.5% | +365.4% | -187.9% | +63.6% |
| All | +3,457.3% | +1,472.9% | +1,984.3% | +1,154.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling