+85.5%
ETN vs IBN
+27.4%
+58.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.4% |
| 7D | +3.5% | -3.0% | +6.5% | +4.4% |
| 30D | -7.5% | -1.5% | -6.0% | -7.2% |
| 3M | +8.3% | +7.9% | +0.4% | +5.8% |
| 6M | +20.2% | +8.6% | +11.5% | +16.9% |
| YTD | +34.7% | -0.6% | +35.2% | +34.0% |
| 1Y | +19.4% | -7.3% | +26.8% | +20.6% |
| 3Y | +85.5% | +26.2% | +59.3% | +72.5% |
| All | +85.5% | +27.4% | +58.1% | +72.5% |
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