+26.6%
BA vs IBN
+364.2%
-337.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.7% | 0.0% |
| 7D | 0.0% | +15.8% | -15.7% | -7.2% |
| 30D | -8.9% | +25.1% | -34.0% | -18.8% |
| 3M | -25.5% | +16.0% | -41.5% | -31.0% |
| 6M | -27.0% | +32.8% | -59.7% | -36.8% |
| YTD | -20.1% | +18.0% | -38.2% | -27.1% |
| 1Y | -11.0% | +15.9% | -26.9% | -18.0% |
| 3Y | -11.8% | +57.6% | -69.5% | -32.6% |
| 5Y | -20.6% | +74.7% | -95.3% | -42.9% |
| 10Y | +26.6% | +373.9% | -347.3% | -40.0% |
| All | +26.6% | +364.2% | -337.5% | -40.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling