+246.5%
BBY vs IBN
+324.2%
-77.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.2% | +2.5% |
| 7D | +0.6% | -3.0% | +3.6% | +1.5% |
| 30D | +9.4% | -1.5% | +10.9% | +9.8% |
| 3M | +19.3% | +7.9% | +11.4% | +16.5% |
| 6M | +47.9% | +8.6% | +39.3% | +43.9% |
| YTD | +39.6% | -0.6% | +40.1% | +39.2% |
| 1Y | +22.2% | -7.3% | +29.5% | +24.2% |
| 3Y | +45.0% | +26.2% | +18.8% | +33.2% |
| 5Y | +2.6% | +57.8% | -55.3% | -12.3% |
| All | +246.5% | +324.2% | -77.7% | +135.7% |
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 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