+31.8%
BA vs IBN
+367.6%
-335.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | -1.6% |
| 7D | +1.1% | +15.1% | -14.0% | -5.9% |
| 30D | -7.9% | +21.6% | -29.6% | -16.7% |
| 3M | -25.3% | +11.2% | -36.5% | -29.4% |
| 6M | -24.6% | +27.8% | -52.3% | -33.5% |
| YTD | -20.1% | +14.7% | -34.8% | -26.0% |
| 1Y | -11.8% | +14.4% | -26.2% | -18.2% |
| 3Y | -10.1% | +52.1% | -62.2% | -30.0% |
| 5Y | -22.7% | +70.7% | -93.5% | -43.7% |
| All | +31.8% | +367.6% | -335.9% | -36.3% |
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 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