+6,407.8%
WAB vs IBN
+1,779.7%
+4,628.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.5% | +1.5% |
| 7D | +4.0% | +15.8% | -11.8% | +0.1% |
| 30D | +6.3% | +25.1% | -18.7% | +0.3% |
| 3M | +3.3% | +16.0% | -12.7% | -0.8% |
| 6M | +14.5% | +32.8% | -18.3% | +6.1% |
| YTD | +42.7% | +18.0% | +24.6% | +36.1% |
| 1Y | +45.2% | +15.9% | +29.3% | +39.1% |
| 3Y | +173.8% | +57.6% | +116.1% | +140.1% |
| 5Y | +223.8% | +74.7% | +149.1% | +175.6% |
| 10Y | +280.5% | +373.9% | -93.4% | +140.6% |
| All | +6,407.8% | +1,779.7% | +4,628.0% | +2,648.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling