+641.7%
BE vs IBN
+351.8%
+289.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.2% | -5.6% | -5.0% |
| 7D | -13.4% | +15.8% | -29.1% | -20.5% |
| 30D | -33.9% | +25.1% | -59.0% | -42.2% |
| 3M | -12.0% | +16.0% | -27.9% | -19.8% |
| 6M | -29.0% | +32.8% | -61.7% | -40.1% |
| YTD | +113.4% | +18.0% | +95.4% | +91.4% |
| 1Y | +33.2% | +15.9% | +17.3% | +20.7% |
| 3Y | +1,659.2% | +57.6% | +1,601.6% | +1,204.9% |
| 5Y | +461.4% | +74.7% | +386.7% | +298.4% |
| All | +641.7% | +351.8% | +289.9% | +364.8% |
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