+26.8%
IP vs BBY
+308.8%
-282.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.7% | -3.8% | +0.6% |
| 7D | -3.0% | +10.5% | -13.6% | -6.5% |
| 30D | +10.6% | +22.1% | -11.5% | +2.9% |
| 3M | -13.6% | +31.0% | -44.5% | -21.8% |
| 6M | +10.4% | +83.2% | -72.8% | -11.6% |
| YTD | -6.5% | +65.1% | -71.6% | -22.8% |
| 1Y | -2.1% | +41.6% | -43.8% | -14.7% |
| 3Y | +22.0% | +95.6% | -73.6% | -8.8% |
| 5Y | -9.7% | +1.0% | -10.7% | -17.7% |
| 10Y | +26.8% | +296.9% | -270.1% | -21.4% |
| All | +26.8% | +308.8% | -282.0% | -21.4% |
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