-65.5%
TEAM vs IBN
+74.4%
-139.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.8% |
| 7D | -19.7% | +11.1% | -30.9% | -25.2% |
| 30D | -26.6% | +23.9% | -50.5% | -36.5% |
| 3M | -1.1% | +16.3% | -17.4% | -11.0% |
| 6M | +74.6% | +34.2% | +40.4% | +42.1% |
| YTD | -6.0% | +17.6% | -23.5% | -17.1% |
| 1Y | -3.2% | +13.8% | -17.1% | -12.7% |
| 3Y | -13.5% | +57.0% | -70.5% | -45.2% |
| 5Y | -65.5% | +75.3% | -140.8% | -81.8% |
| All | -65.5% | +74.4% | -139.9% | -81.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling