+489.2%
SPCX vs IBN
+27.2%
+462.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -2.2% |
| 7D | +3.6% | +1.9% | +1.7% | -4.6% |
| 30D | -8.6% | +22.1% | -30.7% | -68.6% |
| 3M | -1.5% | +17.1% | -18.6% | -61.4% |
| 6M | +532.9% | +33.6% | +499.3% | +44.8% |
| YTD | +538.6% | +16.8% | +521.7% | +46.3% |
| 1Y | +442.9% | +12.4% | +430.5% | +24.3% |
| All | +489.2% | +27.2% | +462.0% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling