+86.2%
SU vs IBN
+4.2%
+81.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.8% | -8.3% | -3.1% |
| 7D | -7.1% | +8.9% | -16.0% | -4.1% |
| 30D | +4.8% | +12.6% | -7.9% | +9.6% |
| 3M | +12.5% | +3.1% | +9.4% | +14.0% |
| 6M | +6.5% | +20.6% | -14.1% | +14.0% |
| YTD | +65.8% | +5.8% | +60.0% | +74.3% |
| 1Y | +86.2% | +3.7% | +82.5% | +97.3% |
| All | +86.2% | +4.2% | +81.9% | +97.3% |
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