+575.3%
TLN vs IBN
+56.2%
+519.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.6% | +6.7% |
| 7D | +9.1% | +14.6% | -5.6% | +4.7% |
| 30D | -4.1% | +23.5% | -27.6% | -10.3% |
| 3M | +4.4% | +14.0% | -9.6% | +0.2% |
| 6M | -6.0% | +31.1% | -37.2% | -14.1% |
| YTD | -3.1% | +16.6% | -19.7% | -8.5% |
| 1Y | -6.1% | +14.9% | -21.0% | -10.9% |
| 3Y | +575.3% | +56.9% | +518.5% | +498.9% |
| All | +575.3% | +56.2% | +519.2% | +498.9% |
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 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