+3,306.4%
V vs IBN
+489.0%
+2,817.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.6% |
| 7D | -0.8% | +14.6% | -15.4% | -4.6% |
| 30D | +9.5% | +23.5% | -14.0% | +3.2% |
| 3M | +16.7% | +14.0% | +2.7% | +12.3% |
| 6M | +32.9% | +31.1% | +1.8% | +23.0% |
| YTD | +21.1% | +16.6% | +4.5% | +15.5% |
| 1Y | +26.6% | +14.9% | +11.7% | +21.3% |
| 3Y | +78.4% | +56.9% | +21.5% | +54.7% |
| 5Y | +105.5% | +69.7% | +35.8% | +73.4% |
| 10Y | +444.2% | +365.4% | +78.9% | +231.5% |
| All | +3,306.4% | +489.0% | +2,817.4% | +1,327.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling