+59.0%
IBN vs BBAI
+49.4%
+9.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.4% |
| 7D | +11.1% | -10.2% | +21.3% | +11.3% |
| 30D | +23.9% | 0.0% | +23.9% | +23.7% |
| 3M | +16.3% | -30.9% | +47.2% | +17.0% |
| 6M | +34.2% | -46.8% | +81.0% | +35.5% |
| YTD | +17.6% | -57.4% | +75.0% | +18.8% |
| 1Y | +13.8% | -62.0% | +75.9% | +15.1% |
| All | +59.0% | +49.4% | +9.7% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling