+281.8%
GE vs IBN
+29.3%
+252.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | +0.2% |
| 7D | +1.2% | -2.2% | +3.3% | +1.9% |
| 30D | -9.5% | -2.3% | -7.2% | -8.8% |
| 3M | +4.1% | +15.9% | -11.7% | -0.7% |
| 6M | +3.9% | +5.6% | -1.7% | +1.5% |
| YTD | +9.0% | -0.1% | +9.1% | +7.9% |
| 1Y | +21.9% | -6.5% | +28.5% | +22.1% |
| 3Y | +281.8% | +29.3% | +252.5% | +255.7% |
| All | +281.8% | +29.3% | +252.5% | +255.7% |
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