-12.3%
IP vs BBAI
-77.8%
+65.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -13.3% | +9.3% | -3.8% |
| 7D | -5.0% | -16.9% | +11.9% | -4.7% |
| 30D | +6.5% | -14.0% | +20.5% | +6.7% |
| 3M | -18.0% | -26.7% | +8.7% | -17.7% |
| 6M | +10.3% | -46.4% | +56.7% | +11.1% |
| YTD | -9.9% | -58.9% | +49.0% | -9.1% |
| 1Y | -1.1% | -63.8% | +62.7% | -0.1% |
| 3Y | +13.0% | +54.2% | -41.2% | +11.7% |
| 5Y | -12.3% | -77.7% | +65.4% | -12.4% |
| All | -12.3% | -77.8% | +65.5% | -12.4% |
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