+1,227.8%
BE vs IBN
+54.0%
+1,173.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.1% | -1.4% |
| 7D | +23.9% | -5.1% | +29.0% | +29.1% |
| 30D | +27.8% | -3.5% | +31.4% | +31.1% |
| 3M | +3.7% | +11.3% | -7.6% | -6.0% |
| 6M | +78.0% | +4.4% | +73.5% | +70.1% |
| YTD | +209.9% | -1.8% | +211.7% | +209.4% |
| 1Y | +389.6% | -8.0% | +397.6% | +415.5% |
| 3Y | +1,730.6% | +27.1% | +1,703.5% | +1,193.1% |
| 5Y | +1,227.8% | +54.5% | +1,173.3% | +649.9% |
| All | +1,227.8% | +54.0% | +1,173.8% | +649.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling