+1,746.8%
IBN vs SUI
+1,877.8%
-131.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.7% |
| 7D | +15.8% | +3.4% | +12.3% | +13.7% |
| 30D | +25.1% | +4.6% | +20.5% | +21.9% |
| 3M | +16.0% | +1.6% | +14.4% | +14.6% |
| 6M | +32.8% | -3.5% | +36.2% | +34.3% |
| YTD | +18.0% | -1.0% | +19.0% | +17.4% |
| 1Y | +15.9% | -1.7% | +17.6% | +15.6% |
| 3Y | +57.6% | +18.4% | +39.3% | +36.1% |
| 5Y | +74.7% | -26.3% | +101.0% | +89.7% |
| 10Y | +373.9% | +123.3% | +250.6% | +139.9% |
| All | +1,746.8% | +1,877.8% | -131.0% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling