+734.7%
TT vs IBN
+364.2%
+370.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.3% |
| 7D | +0.8% | +15.8% | -15.0% | -3.6% |
| 30D | -11.8% | +25.1% | -36.8% | -17.8% |
| 3M | -11.6% | +16.0% | -27.5% | -15.7% |
| 6M | -9.3% | +32.8% | -42.1% | -17.2% |
| YTD | +8.9% | +18.0% | -9.1% | +2.8% |
| 1Y | -2.2% | +15.9% | -18.1% | -7.2% |
| 3Y | +91.9% | +57.6% | +34.2% | +63.2% |
| 5Y | +136.0% | +74.7% | +61.3% | +93.3% |
| 10Y | +734.7% | +373.9% | +360.8% | +421.7% |
| All | +734.7% | +364.2% | +370.6% | +421.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling