+311.1%
SPOT vs IBN
+331.7%
-20.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.2% |
| 7D | +1.6% | +1.9% | -0.3% | +1.0% |
| 30D | +16.9% | +22.1% | -5.2% | +9.1% |
| 3M | +23.0% | +17.1% | +5.9% | +16.4% |
| 6M | +42.2% | +35.5% | +6.6% | +27.9% |
| YTD | +5.5% | +16.8% | -11.3% | -0.5% |
| 1Y | -5.1% | +12.4% | -17.5% | -9.3% |
| 3Y | +257.9% | +58.0% | +199.9% | +201.5% |
| 5Y | +118.4% | +73.7% | +44.6% | +79.1% |
| All | +311.1% | +331.7% | -20.5% | +174.6% |
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