+373.9%
IBN vs URA
+289.1%
+84.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.5% | +0.4% | +2.4% |
| 7D | +15.8% | +0.3% | +15.5% | +15.6% |
| 30D | +25.1% | -14.8% | +39.8% | +28.9% |
| 3M | +16.0% | -25.3% | +41.3% | +22.5% |
| 6M | +32.8% | -39.9% | +72.7% | +45.9% |
| YTD | +18.0% | -22.4% | +40.4% | +20.9% |
| 1Y | +15.9% | -29.0% | +44.9% | +20.7% |
| 3Y | +57.6% | +41.0% | +16.7% | +31.3% |
| 5Y | +74.7% | +38.3% | +36.4% | +40.6% |
| 10Y | +373.9% | +276.1% | +97.9% | +127.2% |
| All | +373.9% | +289.1% | +84.9% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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