-12.9%
TEAM vs IBN
+58.3%
-71.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | -19.7% | +11.1% | -30.9% | -21.7% |
| 30D | -26.6% | +23.9% | -50.5% | -30.5% |
| 3M | -1.1% | +16.3% | -17.4% | -4.8% |
| 6M | +74.6% | +34.2% | +40.4% | +61.1% |
| YTD | -6.0% | +17.6% | -23.5% | -9.7% |
| 1Y | -3.2% | +13.8% | -17.1% | -6.0% |
| All | -12.9% | +58.3% | -71.3% | -29.0% |
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