+40.9%
IBBQ vs SPY
+91.8%
-50.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -5.1% | -2.0% | -3.1% | -3.6% |
| 30D | +1.1% | -1.7% | +2.7% | +2.4% |
| 3M | +19.9% | +4.7% | +15.2% | +15.4% |
| 6M | +16.7% | +12.5% | +4.2% | +6.0% |
| YTD | +21.5% | +11.7% | +9.8% | +10.9% |
| 1Y | +46.0% | +17.5% | +28.5% | +27.9% |
| 3Y | +72.9% | +76.6% | -3.6% | +7.7% |
| 5Y | +33.3% | +82.0% | -48.8% | -19.2% |
| All | +40.9% | +91.8% | -50.9% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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