+627.7%
GEV vs IBN
+14.3%
+613.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.3% |
| 7D | +3.2% | -5.1% | +8.3% | +5.5% |
| 30D | -4.0% | -3.5% | -0.5% | -2.6% |
| 3M | +3.4% | +11.3% | -7.9% | -1.9% |
| 6M | +14.7% | +4.4% | +10.3% | +11.7% |
| YTD | +45.8% | -1.8% | +47.6% | +45.7% |
| 1Y | +57.4% | -8.0% | +65.3% | +61.4% |
| All | +627.7% | +14.3% | +613.4% | +570.2% |
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