+762.4%
BA vs IBN
+1,532.9%
-770.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | +1.2% | +1.4% | -0.2% | +0.8% |
| 30D | -11.6% | -0.3% | -11.3% | -11.6% |
| 3M | -2.4% | +17.1% | -19.5% | -6.2% |
| 6M | -6.6% | +3.4% | -10.0% | -7.4% |
| YTD | -2.2% | +2.5% | -4.8% | -3.0% |
| 1Y | -8.0% | -4.2% | -3.9% | -7.4% |
| 3Y | -5.0% | +32.4% | -37.4% | -12.4% |
| 5Y | -2.7% | +59.2% | -61.9% | -14.2% |
| 10Y | +75.9% | +345.7% | -269.8% | +21.2% |
| All | +762.4% | +1,532.9% | -770.5% | +285.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling