+10.3%
IP vs BBAI
-46.8%
+57.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -13.3% | +9.3% | -1.5% |
| 7D | -5.0% | -16.9% | +11.9% | -1.9% |
| 30D | +6.5% | -14.0% | +20.5% | +8.9% |
| 3M | -18.0% | -26.7% | +8.7% | -14.2% |
| 6M | +10.3% | -46.4% | +56.7% | +18.4% |
| All | +10.3% | -46.8% | +57.1% | +18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling