-16.6%
IP vs BBAI
-79.3%
+62.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -10.0% | +7.9% | -1.9% |
| 7D | -0.9% | -6.8% | +5.9% | -0.8% |
| 30D | +6.7% | -13.4% | +20.1% | +6.9% |
| 3M | -16.6% | -36.5% | +19.9% | -16.1% |
| 6M | +6.0% | -50.6% | +56.6% | +6.8% |
| YTD | -10.7% | -61.7% | +51.0% | -9.8% |
| 1Y | -6.7% | -71.1% | +64.5% | -5.6% |
| 3Y | +17.1% | +32.7% | -15.6% | +15.9% |
| 5Y | -14.6% | -79.2% | +64.7% | -14.9% |
| All | -16.6% | -79.3% | +62.7% | -16.5% |
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