-11.5%
BA vs IBN
+14.7%
-26.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -1.3% |
| 7D | -1.7% | +14.6% | -16.3% | -7.9% |
| 30D | -9.5% | +23.5% | -33.0% | -18.3% |
| 3M | -26.5% | +14.0% | -40.5% | -31.1% |
| 6M | -27.4% | +31.1% | -58.5% | -35.7% |
| YTD | -20.6% | +16.6% | -37.2% | -30.1% |
| All | -11.5% | +14.7% | -26.2% | -21.7% |
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