+151.1%
BB vs IBN
+57.6%
+93.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.3% |
| 7D | +11.6% | +15.8% | -4.2% | +6.6% |
| 30D | +2.6% | +25.1% | -22.5% | -4.7% |
| 3M | +3.5% | +16.0% | -12.4% | -1.5% |
| 6M | +43.5% | +32.8% | +10.7% | +29.7% |
| YTD | +141.2% | +18.0% | +123.1% | +126.9% |
| 1Y | +97.4% | +15.9% | +81.5% | +86.9% |
| 3Y | +151.1% | +57.6% | +93.5% | +86.2% |
| All | +151.1% | +57.6% | +93.5% | +86.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling