+17.4%
TPR vs IBN
-4.0%
+21.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | -2.3% | +1.4% | -3.7% | -3.2% |
| 30D | -23.0% | -0.3% | -22.6% | -22.8% |
| 3M | -12.5% | +17.1% | -29.6% | -20.0% |
| 6M | -21.4% | +3.4% | -24.8% | -24.7% |
| YTD | -3.5% | +2.5% | -6.0% | -7.3% |
| 1Y | +17.4% | -4.2% | +21.5% | +14.6% |
| All | +17.4% | -4.0% | +21.3% | +14.6% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling