+1,694.3%
IBN vs SUI
+1,895.2%
-200.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.6% | +5.0% |
| 7D | +15.1% | +6.2% | +8.9% | +11.4% |
| 30D | +21.6% | +8.6% | +13.1% | +16.2% |
| 3M | +11.2% | +1.0% | +10.2% | +10.2% |
| 6M | +27.8% | -2.6% | +30.3% | +28.6% |
| YTD | +14.7% | -0.1% | +14.8% | +13.6% |
| 1Y | +14.4% | +0.5% | +13.9% | +12.8% |
| 3Y | +52.1% | +15.3% | +36.8% | +33.3% |
| 5Y | +70.7% | -26.1% | +96.9% | +85.2% |
| 10Y | +385.5% | +117.8% | +267.7% | +149.4% |
| All | +1,694.3% | +1,895.2% | -200.8% | +46.0% |
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