+32.0%
Q vs IBN
-6.3%
+38.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.8% |
| 7D | +6.6% | -5.1% | +11.7% | +10.0% |
| 30D | -6.6% | -3.5% | -3.0% | -4.7% |
| 3M | -13.2% | +11.3% | -24.5% | -20.8% |
| 6M | +9.9% | +4.4% | +5.5% | +4.0% |
| YTD | +53.9% | -1.8% | +55.7% | +48.9% |
| All | +32.0% | -6.3% | +38.3% | +30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling