-14.7%
BA vs IBN
+58.3%
-73.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -1.4% | +11.1% | -12.5% | -4.7% |
| 30D | -7.9% | +23.9% | -31.7% | -14.0% |
| 3M | -25.2% | +16.3% | -41.5% | -28.8% |
| 6M | -26.7% | +34.2% | -60.9% | -33.0% |
| YTD | -19.6% | +17.6% | -37.2% | -24.5% |
| 1Y | -10.6% | +13.8% | -24.4% | -15.4% |
| All | -14.7% | +58.3% | -73.0% | -24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling