+212.3%
BAH vs IBN
+364.2%
-151.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | +0.5% | +15.8% | -15.3% | -1.8% |
| 30D | +18.2% | +25.1% | -6.8% | +14.2% |
| 3M | +13.1% | +16.0% | -2.9% | +10.4% |
| 6M | +15.2% | +32.8% | -17.6% | +10.2% |
| YTD | +6.0% | +18.0% | -12.0% | +3.0% |
| 1Y | +3.1% | +15.9% | -12.8% | +0.5% |
| 3Y | -26.2% | +57.6% | -83.9% | -32.4% |
| 5Y | +9.3% | +74.7% | -65.4% | -2.3% |
| 10Y | +212.3% | +373.9% | -161.7% | +132.1% |
| All | +212.3% | +364.2% | -151.9% | +132.1% |
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