-10.2%
IP vs BBY
+40.0%
-50.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.2% | -1.0% | +1.2% |
| 7D | -5.3% | +9.5% | -14.8% | -7.9% |
| 30D | -10.9% | +6.8% | -17.7% | -12.6% |
| 3M | +11.2% | +28.9% | -17.7% | +4.6% |
| 6M | -10.2% | +37.8% | -48.0% | -17.1% |
| All | -10.2% | +40.0% | -50.2% | -17.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling