+350.1%
BBY vs IBN
+1,463.9%
-1,113.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.3% | -1.1% |
| 7D | +1.2% | -5.1% | +6.3% | +2.4% |
| 30D | +6.8% | -3.5% | +10.3% | +7.6% |
| 3M | +18.7% | +11.3% | +7.4% | +15.7% |
| 6M | +37.3% | +4.4% | +32.9% | +35.7% |
| YTD | +35.3% | -1.8% | +37.1% | +35.4% |
| 1Y | +20.7% | -8.0% | +28.6% | +22.4% |
| 3Y | +39.4% | +27.1% | +12.4% | +30.7% |
| 5Y | -1.5% | +54.5% | -56.0% | -12.0% |
| 10Y | +239.8% | +314.2% | -74.4% | +131.9% |
| All | +350.1% | +1,463.9% | -1,113.9% | +78.9% |
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