+2,934.5%
MAR vs IBN
+1,532.9%
+1,401.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.3% |
| 7D | -4.2% | +1.4% | -5.6% | -4.5% |
| 30D | -6.7% | -0.3% | -6.3% | -6.6% |
| 3M | -12.5% | +17.1% | -29.6% | -16.2% |
| 6M | +0.6% | +3.4% | -2.8% | -0.5% |
| YTD | +9.1% | +2.5% | +6.6% | +8.2% |
| 1Y | +26.2% | -4.2% | +30.4% | +27.2% |
| 3Y | +68.2% | +32.4% | +35.8% | +54.1% |
| 5Y | +163.9% | +59.2% | +104.7% | +129.9% |
| 10Y | +420.6% | +345.7% | +74.9% | +235.2% |
| All | +2,934.5% | +1,532.9% | +1,401.6% | +1,134.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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