+393.9%
GH vs IBN
+254.0%
+139.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -1.2% | -5.5% | +4.2% | +0.8% |
| 30D | -3.7% | -3.4% | -0.3% | -2.5% |
| 3M | +21.7% | +8.7% | +13.0% | +17.7% |
| 6M | +75.7% | +3.7% | +72.0% | +73.0% |
| YTD | +55.7% | -2.4% | +58.1% | +56.3% |
| 1Y | +181.1% | -8.1% | +189.2% | +186.9% |
| 3Y | +371.6% | +26.3% | +345.3% | +319.3% |
| 5Y | +23.2% | +54.9% | -31.7% | +2.6% |
| All | +393.9% | +254.0% | +139.9% | +250.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling