+10,759.2%
BN vs IBN
+1,756.6%
+9,002.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.2% | +3.4% |
| 7D | +3.6% | +14.6% | -11.0% | 0.0% |
| 30D | +15.9% | +23.5% | -7.7% | +9.7% |
| 3M | -2.3% | +14.0% | -16.3% | -5.7% |
| 6M | -8.4% | +31.1% | -39.6% | -14.7% |
| YTD | -5.9% | +16.6% | -22.4% | -9.6% |
| 1Y | -5.6% | +14.9% | -20.5% | -9.0% |
| 3Y | +104.2% | +56.9% | +47.3% | +80.8% |
| 5Y | +35.5% | +69.7% | -34.2% | +17.8% |
| 10Y | +285.2% | +365.4% | -80.1% | +153.5% |
| All | +10,759.2% | +1,756.6% | +9,002.7% | +4,562.1% |
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