+21.2%
IP vs BBY
+233.2%
-212.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.6% |
| 7D | +0.1% | +8.1% | -8.0% | -2.7% |
| 30D | -11.2% | +8.9% | -20.2% | -14.0% |
| 3M | +12.3% | +22.0% | -9.7% | +4.6% |
| 6M | -5.2% | +37.8% | -43.1% | -16.2% |
| YTD | -4.0% | +37.3% | -41.3% | -15.1% |
| 1Y | -19.2% | +21.6% | -40.8% | -25.7% |
| 3Y | +20.3% | +41.5% | -21.2% | +1.1% |
| 5Y | -17.5% | +1.2% | -18.7% | -25.0% |
| 10Y | +21.2% | +237.8% | -216.6% | -25.3% |
| All | +21.2% | +233.2% | -212.0% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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