+127.0%
IBB vs IBN
+312.2%
-185.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.5% |
| 7D | -3.9% | -5.1% | +1.2% | -2.6% |
| 30D | +2.7% | -3.5% | +6.3% | +3.6% |
| 3M | +21.4% | +11.3% | +10.0% | +18.1% |
| 6M | +20.1% | +4.4% | +15.6% | +18.6% |
| YTD | +21.9% | -1.8% | +23.7% | +22.1% |
| 1Y | +44.1% | -8.0% | +52.1% | +46.5% |
| 3Y | +63.4% | +27.1% | +36.3% | +52.5% |
| 5Y | +19.8% | +54.5% | -34.7% | +6.0% |
| 10Y | +127.0% | +314.2% | -187.2% | +61.3% |
| All | +127.0% | +312.2% | -185.2% | +61.3% |
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