+24.9%
BB vs IBN
+383.7%
-358.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.6% |
| 7D | +9.0% | +5.7% | +3.2% | +6.6% |
| 30D | +7.7% | +20.5% | -12.8% | -0.4% |
| 3M | +4.0% | +15.2% | -11.3% | -2.2% |
| 6M | +46.6% | +34.5% | +12.1% | +29.0% |
| YTD | +140.6% | +16.4% | +124.3% | +124.1% |
| 1Y | +103.1% | +13.5% | +89.6% | +91.0% |
| 3Y | +150.5% | +55.4% | +95.1% | +103.2% |
| 5Y | -15.4% | +73.1% | -88.5% | -34.2% |
| All | +24.9% | +383.7% | -358.8% | -29.3% |
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