+802.8%
TEAM vs IBN
+359.7%
+443.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.4% |
| 7D | -0.4% | +1.4% | -1.8% | -0.9% |
| 30D | +67.3% | -0.3% | +67.6% | +67.2% |
| 3M | +86.8% | +17.1% | +69.7% | +77.2% |
| 6M | +146.8% | +3.4% | +143.4% | +142.9% |
| YTD | +16.9% | +2.5% | +14.4% | +15.2% |
| 1Y | +12.8% | -4.2% | +17.0% | +13.2% |
| 3Y | -7.3% | +32.4% | -39.7% | -16.6% |
| 5Y | -50.7% | +59.2% | -109.9% | -57.8% |
| 10Y | +529.8% | +345.7% | +184.2% | +303.2% |
| All | +802.8% | +359.7% | +443.1% | +576.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling