-6.7%
IP vs BBAI
-67.7%
+61.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -10.0% | +7.9% | -1.0% |
| 7D | -0.9% | -6.8% | +5.9% | -0.2% |
| 30D | +6.7% | -13.4% | +20.1% | +8.1% |
| 3M | -16.6% | -36.5% | +19.9% | -13.3% |
| 6M | +6.0% | -50.6% | +56.6% | +11.6% |
| YTD | -10.7% | -61.7% | +51.0% | -5.1% |
| 1Y | -6.7% | -71.1% | +64.5% | +0.3% |
| All | -6.7% | -67.7% | +61.0% | +0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling