+79.2%
TEAM vs IBN
+34.2%
+45.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.5% |
| 7D | -16.9% | +5.7% | -22.6% | -14.7% |
| 30D | -26.8% | +20.5% | -47.3% | -24.4% |
| 3M | -1.9% | +15.2% | -17.1% | +0.8% |
| 6M | +79.2% | +34.5% | +44.6% | +96.5% |
| All | +79.2% | +34.2% | +45.0% | +96.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling