+90.2%
TT vs IBN
+51.2%
+39.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.2% | -1.8% | +1.5% |
| 7D | -2.0% | +15.1% | -17.1% | -4.9% |
| 30D | -14.0% | +21.6% | -35.7% | -17.7% |
| 3M | -15.9% | +11.2% | -27.1% | -17.7% |
| 6M | -17.3% | +27.8% | -45.1% | -22.1% |
| YTD | +4.0% | +14.7% | -10.7% | +0.1% |
| 1Y | -7.1% | +14.4% | -21.5% | -10.6% |
| 3Y | +90.2% | +52.1% | +38.1% | +69.7% |
| All | +90.2% | +51.2% | +39.0% | +69.7% |
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 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