+3,310.4%
V vs IBN
+479.4%
+2,830.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -1.2% |
| 7D | +2.2% | +15.1% | -12.9% | -1.8% |
| 30D | +13.6% | +21.6% | -8.1% | +7.5% |
| 3M | +14.3% | +11.2% | +3.1% | +10.8% |
| 6M | +33.1% | +27.8% | +5.3% | +24.0% |
| YTD | +21.2% | +14.7% | +6.6% | +16.2% |
| 1Y | +26.4% | +14.4% | +12.0% | +21.2% |
| 3Y | +77.6% | +52.1% | +25.5% | +55.4% |
| 5Y | +102.6% | +70.7% | +31.9% | +70.7% |
| 10Y | +464.4% | +385.5% | +78.9% | +239.8% |
| All | +3,310.4% | +479.4% | +2,830.9% | +1,335.6% |
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 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