-59.1%
Z vs IBN
+14.0%
-73.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.2% | -6.6% | -4.3% |
| 7D | -4.6% | +15.1% | -19.6% | -11.2% |
| 30D | +8.3% | +21.6% | -13.3% | -1.5% |
| 3M | -11.6% | +11.2% | -22.8% | -17.0% |
| 6M | -33.6% | +27.8% | -61.4% | -40.3% |
| YTD | -56.7% | +14.7% | -71.4% | -59.4% |
| 1Y | -59.1% | +14.4% | -73.5% | -61.7% |
| All | -59.1% | +14.0% | -73.1% | -61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling