-56.6%
BB vs IBN
+1,779.7%
-1,836.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.2% |
| 7D | +11.6% | +15.8% | -4.2% | +6.9% |
| 30D | +2.6% | +25.1% | -22.5% | -4.1% |
| 3M | +3.5% | +16.0% | -12.4% | -1.2% |
| 6M | +43.5% | +32.8% | +10.7% | +31.5% |
| YTD | +141.2% | +18.0% | +123.1% | +128.4% |
| 1Y | +97.4% | +15.9% | +81.5% | +87.8% |
| 3Y | +151.1% | +57.6% | +93.5% | +116.8% |
| 5Y | -12.8% | +74.7% | -87.5% | -26.5% |
| 10Y | +27.5% | +373.9% | -346.5% | -22.7% |
| All | -56.6% | +1,779.7% | -1,836.4% | -85.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling