+314.2%
IBN vs DAR
+364.6%
-50.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | -5.1% | -0.2% | -4.9% | -5.1% |
| 30D | -3.5% | +7.4% | -11.0% | -5.2% |
| 3M | +11.3% | +15.7% | -4.4% | +7.3% |
| 6M | +4.4% | +30.0% | -25.6% | -2.4% |
| YTD | -1.8% | +87.5% | -89.3% | -15.8% |
| 1Y | -8.0% | +113.4% | -121.3% | -24.0% |
| 3Y | +27.1% | +15.3% | +11.8% | +18.4% |
| 5Y | +54.5% | -4.3% | +58.8% | +45.6% |
| 10Y | +314.2% | +380.2% | -65.9% | +118.1% |
| All | +314.2% | +364.6% | -50.4% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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