+911.5%
BE vs IBN
+292.5%
+619.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +7.8% |
| 7D | +20.0% | +1.4% | +18.6% | +18.9% |
| 30D | +7.9% | -0.3% | +8.2% | +8.0% |
| 3M | -13.2% | +17.1% | -30.3% | -20.7% |
| 6M | +53.5% | +3.4% | +50.1% | +50.5% |
| YTD | +191.0% | +2.5% | +188.5% | +185.1% |
| 1Y | +360.5% | -4.2% | +364.7% | +367.5% |
| 3Y | +1,568.0% | +32.4% | +1,535.6% | +1,280.7% |
| 5Y | +1,055.2% | +59.2% | +996.0% | +785.0% |
| All | +911.5% | +292.5% | +619.0% | +592.3% |
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