+494.0%
TEAM vs IBN
+316.4%
+177.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | -7.8% | -5.5% | -2.3% | -6.0% |
| 30D | +16.5% | -3.4% | +20.0% | +17.8% |
| 3M | +96.2% | +8.7% | +87.5% | +90.6% |
| 6M | +130.2% | +3.7% | +126.5% | +126.4% |
| YTD | +10.7% | -2.4% | +13.1% | +10.8% |
| 1Y | +3.0% | -8.1% | +11.1% | +4.8% |
| 3Y | -13.1% | +26.3% | -39.4% | -20.9% |
| 5Y | -52.7% | +54.9% | -107.7% | -59.3% |
| All | +494.0% | +316.4% | +177.6% | +299.8% |
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 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