-15.1%
IP vs BBAI
-77.8%
+62.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -5.1% | -14.6% | +9.6% | -4.9% |
| 30D | +8.5% | -11.6% | +20.1% | +8.7% |
| 3M | -13.8% | -26.2% | +12.4% | -13.5% |
| 6M | +5.7% | -49.2% | +54.9% | +6.5% |
| YTD | -9.1% | -58.9% | +49.8% | -8.3% |
| 1Y | -0.8% | -60.8% | +60.0% | 0.0% |
| 3Y | +14.8% | +51.0% | -36.2% | +13.5% |
| 5Y | -11.5% | -77.7% | +66.2% | -12.0% |
| All | -15.1% | -77.8% | +62.7% | -15.2% |
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