+630.5%
BEN vs IBN
+1,772.2%
-1,141.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +7.2% | +11.1% | -4.0% | +3.7% |
| 30D | +14.1% | +23.9% | -9.7% | +6.8% |
| 3M | +9.9% | +16.3% | -6.4% | +4.8% |
| 6M | +17.4% | +34.2% | -16.8% | +7.0% |
| YTD | +57.3% | +17.6% | +39.8% | +49.3% |
| 1Y | +66.9% | +13.8% | +53.1% | +59.9% |
| 3Y | +85.7% | +57.0% | +28.7% | +59.2% |
| 5Y | +31.2% | +75.3% | -44.1% | +8.9% |
| 10Y | +61.0% | +388.7% | -327.6% | -8.2% |
| All | +630.5% | +1,772.2% | -1,141.7% | +178.5% |
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