+1,449.6%
NET vs IBN
+174.0%
+1,275.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.2% | -1.7% |
| 7D | -7.0% | +1.4% | -8.4% | -7.5% |
| 30D | -4.8% | -0.3% | -4.5% | -4.8% |
| 3M | +3.8% | +17.1% | -13.3% | -2.9% |
| 6M | +50.0% | +3.4% | +46.6% | +46.9% |
| YTD | +41.5% | +2.5% | +38.9% | +39.0% |
| 1Y | +32.8% | -4.2% | +37.0% | +33.5% |
| 3Y | +335.9% | +32.4% | +303.5% | +277.1% |
| 5Y | +113.8% | +59.2% | +54.6% | +75.8% |
| All | +1,449.6% | +174.0% | +1,275.5% | +1,183.4% |
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