+39.2%
S vs IBN
+4.2%
+35.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.8% | -2.1% | +1.5% |
| 7D | -8.2% | +8.9% | -17.1% | -8.5% |
| 30D | -7.6% | +12.6% | -20.3% | -8.7% |
| 3M | +12.0% | +3.1% | +8.9% | +12.3% |
| 6M | +50.6% | +20.6% | +30.0% | +45.9% |
| YTD | +56.6% | +5.8% | +50.8% | +57.5% |
| 1Y | +39.2% | +3.7% | +35.6% | +40.8% |
| All | +39.2% | +4.2% | +35.0% | +40.8% |
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