+195.2%
BAH vs IBN
+385.6%
-190.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.3% |
| 7D | +1.7% | +1.9% | -0.1% | +1.4% |
| 30D | +20.8% | +22.1% | -1.3% | +17.1% |
| 3M | +11.6% | +17.1% | -5.5% | +8.8% |
| 6M | +23.1% | +35.5% | -12.5% | +17.3% |
| YTD | +5.3% | +16.8% | -11.5% | +2.4% |
| 1Y | +6.1% | +12.4% | -6.3% | +3.9% |
| 3Y | -27.5% | +58.0% | -85.5% | -33.7% |
| 5Y | +6.2% | +73.7% | -67.5% | -5.2% |
| All | +195.2% | +385.6% | -190.4% | +116.2% |
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