-34.8%
BROS vs IBN
-4.0%
-30.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +1.1% |
| 7D | -6.7% | +1.4% | -8.1% | -7.3% |
| 30D | -29.1% | -0.3% | -28.7% | -29.0% |
| 3M | -16.7% | +17.1% | -33.8% | -23.6% |
| 6M | -11.6% | +3.4% | -15.0% | -16.6% |
| YTD | -23.9% | +2.5% | -26.4% | -27.9% |
| 1Y | -34.8% | -4.2% | -30.6% | -40.1% |
| All | -34.8% | -4.0% | -30.8% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling