+93.6%
IBN vs BBAI
-71.3%
+164.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.9% |
| 7D | -3.0% | -1.7% | -1.3% | -3.0% |
| 30D | -1.5% | -12.0% | +10.5% | -1.5% |
| 3M | +7.9% | -30.7% | +38.6% | +8.0% |
| 6M | +8.6% | -30.7% | +39.3% | +8.7% |
| YTD | -0.6% | -46.9% | +46.3% | -0.4% |
| 1Y | -7.3% | -41.1% | +33.7% | -7.3% |
| 3Y | +26.2% | +65.9% | -39.7% | +25.6% |
| 5Y | +57.8% | -70.9% | +128.7% | +51.1% |
| All | +93.6% | -71.3% | +164.9% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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