+99.5%
BB vs IBN
-8.6%
+108.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | -2.1% | -5.5% | +3.4% | -1.4% |
| 30D | -16.0% | -3.4% | -12.6% | -15.7% |
| 3M | -14.5% | +8.7% | -23.2% | -15.9% |
| 6M | +118.6% | +3.7% | +114.8% | +113.3% |
| YTD | +98.9% | -2.4% | +101.3% | +94.4% |
| 1Y | +99.5% | -8.1% | +107.6% | +95.7% |
| All | +99.5% | -8.6% | +108.1% | +95.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling