+150.0%
GE vs IBN
+1,532.9%
-1,382.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | -1.6% | +1.4% | -3.0% | -1.9% |
| 30D | -11.6% | -0.3% | -11.2% | -11.5% |
| 3M | +3.0% | +17.1% | -14.1% | -0.6% |
| 6M | -0.5% | +3.4% | -3.9% | -1.2% |
| YTD | +9.7% | +2.5% | +7.2% | +9.2% |
| 1Y | +20.0% | -4.2% | +24.2% | +21.0% |
| 3Y | +275.8% | +32.4% | +243.4% | +250.0% |
| 5Y | +429.1% | +59.2% | +369.9% | +371.4% |
| 10Y | +151.2% | +345.7% | -194.5% | +73.6% |
| All | +150.0% | +1,532.9% | -1,382.9% | +23.0% |
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