+46.1%
GOOGL vs IBN
-4.0%
+50.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -2.3% | +1.4% | -3.8% | -2.7% |
| 30D | -6.6% | -0.3% | -6.3% | -6.5% |
| 3M | -9.0% | +17.1% | -26.1% | -13.6% |
| 6M | +11.8% | +3.4% | +8.4% | +7.8% |
| YTD | +8.3% | +2.5% | +5.7% | +4.9% |
| 1Y | +46.1% | -4.2% | +50.3% | +41.3% |
| All | +46.1% | -4.0% | +50.1% | +41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling