+18.0%
Q vs IBN
+4.2%
+13.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.8% | -1.7% |
| 7D | -3.3% | +8.9% | -12.2% | -6.9% |
| 30D | -9.7% | +12.6% | -22.3% | -15.4% |
| 3M | -16.1% | +3.1% | -19.2% | -17.1% |
| 6M | -15.7% | +20.6% | -36.3% | -26.4% |
| YTD | +45.7% | +5.8% | +40.0% | +35.0% |
| 1Y | +18.0% | +3.7% | +14.4% | +10.4% |
| All | +18.0% | +4.2% | +13.8% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling