+401.3%
GH vs IBN
+271.8%
+129.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.5% |
| 7D | -0.1% | +1.4% | -1.5% | -0.6% |
| 30D | -1.1% | -0.3% | -0.8% | -1.0% |
| 3M | +21.3% | +17.1% | +4.2% | +14.2% |
| 6M | +73.5% | +3.4% | +70.1% | +71.0% |
| YTD | +58.0% | +2.5% | +55.5% | +55.8% |
| 1Y | +163.1% | -4.2% | +167.2% | +164.5% |
| 3Y | +361.0% | +32.4% | +328.6% | +302.9% |
| 5Y | +22.5% | +59.2% | -36.6% | +0.7% |
| All | +401.3% | +271.8% | +129.5% | +249.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling