+24.4%
GH vs IBN
+54.0%
-29.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +2.2% |
| 7D | -0.2% | -5.1% | +4.9% | +3.0% |
| 30D | -2.6% | -3.5% | +0.9% | -0.6% |
| 3M | +25.1% | +11.3% | +13.8% | +16.6% |
| 6M | +78.5% | +4.4% | +74.1% | +72.9% |
| YTD | +59.4% | -1.8% | +61.2% | +59.3% |
| 1Y | +173.9% | -8.0% | +181.8% | +182.4% |
| 3Y | +382.7% | +27.1% | +355.7% | +264.2% |
| 5Y | +24.4% | +54.5% | -30.1% | -23.3% |
| All | +24.4% | +54.0% | -29.6% | -23.3% |
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 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