+289.2%
GFI vs IBN
+27.4%
+261.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.1% | -1.9% |
| 7D | -4.9% | -3.0% | -1.8% | -3.9% |
| 30D | +10.7% | -1.5% | +12.2% | +11.3% |
| 3M | +25.6% | +7.9% | +17.7% | +22.3% |
| 6M | -8.3% | +8.6% | -16.9% | -11.0% |
| YTD | +6.3% | -0.6% | +6.9% | +4.9% |
| 1Y | +22.1% | -7.3% | +29.4% | +22.1% |
| 3Y | +289.2% | +26.2% | +263.0% | +252.3% |
| All | +289.2% | +27.4% | +261.8% | +252.3% |
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