+250.1%
SPOT vs IBN
+260.8%
-10.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | 0.0% |
| 7D | -6.9% | -5.5% | -1.4% | -5.0% |
| 30D | +4.1% | -3.4% | +7.6% | +5.4% |
| 3M | +3.7% | +8.7% | -5.0% | +0.8% |
| 6M | -1.6% | +3.7% | -5.3% | -3.0% |
| YTD | -10.2% | -2.4% | -7.8% | -9.8% |
| 1Y | -25.9% | -8.1% | -17.8% | -24.3% |
| 3Y | +235.6% | +26.3% | +209.3% | +205.5% |
| 5Y | +110.6% | +54.9% | +55.6% | +81.0% |
| All | +250.1% | +260.8% | -10.6% | +148.9% |
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