+72.2%
V vs IBN
+61.6%
+10.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -1.7% | +1.4% | -3.1% | -2.2% |
| 30D | +2.0% | -0.3% | +2.3% | +2.1% |
| 3M | +17.4% | +17.1% | +0.3% | +10.8% |
| 6M | +17.5% | +3.4% | +14.1% | +15.8% |
| YTD | +7.6% | +2.5% | +5.1% | +6.2% |
| 1Y | +7.7% | -4.2% | +11.9% | +8.8% |
| 3Y | +54.7% | +32.4% | +22.3% | +34.4% |
| All | +72.2% | +61.6% | +10.6% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling