+170.9%
WAB vs IBN
+29.3%
+141.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.2% |
| 7D | +1.7% | -2.2% | +3.8% | +2.2% |
| 30D | -2.4% | -2.3% | -0.1% | -1.9% |
| 3M | +9.7% | +15.9% | -6.2% | +5.2% |
| 6M | +16.5% | +5.6% | +10.9% | +14.1% |
| YTD | +33.7% | -0.1% | +33.8% | +32.6% |
| 1Y | +49.7% | -6.5% | +56.2% | +50.2% |
| 3Y | +170.9% | +29.3% | +141.6% | +153.5% |
| All | +170.9% | +29.3% | +141.6% | +153.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling