+142.2%
BP vs IBN
+385.6%
-243.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +3.8% | +1.9% | +1.9% | +3.3% |
| 30D | -5.3% | +22.1% | -27.4% | -10.6% |
| 3M | +9.3% | +17.1% | -7.8% | +4.2% |
| 6M | +7.2% | +35.5% | -28.3% | -2.3% |
| YTD | +38.0% | +16.8% | +21.2% | +30.5% |
| 1Y | +33.2% | +12.4% | +20.8% | +27.4% |
| 3Y | +50.3% | +58.0% | -7.7% | +26.8% |
| 5Y | +114.1% | +73.7% | +40.4% | +72.9% |
| All | +142.2% | +385.6% | -243.4% | +49.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling