+187.0%
BR vs IBN
+324.2%
-137.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.7% |
| 7D | -3.0% | -3.0% | 0.0% | -2.3% |
| 30D | -0.3% | -1.5% | +1.2% | 0.0% |
| 3M | +17.3% | +7.9% | +9.4% | +15.2% |
| 6M | -6.7% | +8.6% | -15.3% | -8.6% |
| YTD | -23.4% | -0.6% | -22.9% | -23.6% |
| 1Y | -32.7% | -7.3% | -25.3% | -31.8% |
| 3Y | -5.9% | +26.2% | -32.1% | -12.1% |
| 5Y | +8.4% | +57.8% | -49.4% | -4.4% |
| All | +187.0% | +324.2% | -137.2% | +115.9% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling