+397.6%
IBN vs SUI
+123.0%
+274.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.1% |
| 7D | +1.9% | -1.5% | +3.3% | +2.3% |
| 30D | +22.1% | +3.7% | +18.4% | +20.7% |
| 3M | +17.1% | -0.4% | +17.5% | +17.1% |
| 6M | +35.5% | -2.8% | +38.3% | +36.2% |
| YTD | +16.8% | -1.6% | +18.4% | +16.9% |
| 1Y | +12.4% | -2.1% | +14.4% | +12.5% |
| 3Y | +58.0% | +18.5% | +39.6% | +45.4% |
| 5Y | +73.7% | -26.5% | +100.2% | +86.5% |
| All | +397.6% | +123.0% | +274.7% | +391.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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