-53.8%
TEAM vs IBN
+56.7%
-110.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.5% | -4.4% | -5.4% |
| 7D | -5.7% | -2.2% | -3.5% | -4.3% |
| 30D | +18.3% | -2.3% | +20.6% | +19.9% |
| 3M | +80.2% | +15.9% | +64.4% | +63.5% |
| 6M | +111.0% | +5.6% | +105.4% | +102.0% |
| YTD | +8.8% | -0.1% | +8.9% | +7.4% |
| 1Y | +2.2% | -6.5% | +8.7% | +4.9% |
| 3Y | -14.6% | +29.3% | -43.9% | -35.3% |
| 5Y | -53.8% | +56.6% | -110.4% | -71.8% |
| All | -53.8% | +56.7% | -110.5% | -71.8% |
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