+217.5%
GGLL vs IBN
+61.9%
+155.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +4.0% |
| 7D | +11.5% | +5.7% | +5.8% | +8.3% |
| 30D | -31.2% | +20.5% | -51.7% | -38.0% |
| 3M | -28.7% | +15.2% | -43.9% | -34.1% |
| 6M | -47.2% | +34.5% | -81.7% | -55.4% |
| YTD | -24.3% | +16.4% | -40.6% | -31.0% |
| 1Y | -12.0% | +13.5% | -25.5% | -18.9% |
| 3Y | +169.6% | +55.4% | +114.2% | +93.4% |
| All | +217.5% | +61.9% | +155.5% | +119.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling