-13.6%
IP vs BBAI
-80.9%
+67.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -7.7% | +9.2% | +1.6% |
| 7D | -0.3% | -14.0% | +13.7% | -0.1% |
| 30D | +7.9% | -12.4% | +20.3% | +8.1% |
| 3M | -15.3% | -42.8% | +27.5% | -14.7% |
| 6M | +10.5% | -54.6% | +65.1% | +11.5% |
| YTD | -9.4% | -64.6% | +55.2% | -8.4% |
| 1Y | -4.6% | -69.9% | +65.2% | -3.5% |
| 3Y | +21.2% | +7.3% | +13.9% | +20.2% |
| All | -13.6% | -80.9% | +67.2% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling