+52.1%
IBN vs BUD
+49.3%
+2.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.6% | +4.4% |
| 7D | +15.1% | +4.5% | +10.6% | +14.3% |
| 30D | +21.6% | +12.5% | +9.1% | +19.7% |
| 3M | +11.2% | 0.0% | +11.2% | +11.0% |
| 6M | +27.8% | +3.8% | +24.0% | +26.8% |
| YTD | +14.7% | +33.1% | -18.4% | +10.5% |
| 1Y | +14.4% | +35.5% | -21.1% | +10.0% |
| 3Y | +52.1% | +49.4% | +2.7% | +44.6% |
| All | +52.1% | +49.3% | +2.8% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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