+323.5%
IP vs BBY
+84,315.6%
-83,992.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -5.1% | +4.2% | -9.2% | -5.8% |
| 30D | +8.5% | +17.8% | -9.3% | +5.0% |
| 3M | -13.8% | +25.8% | -39.6% | -17.7% |
| 6M | +5.7% | +73.8% | -68.1% | -5.3% |
| YTD | -9.1% | +54.7% | -63.9% | -17.0% |
| 1Y | -0.8% | +33.4% | -34.2% | -6.8% |
| 3Y | +14.8% | +72.2% | -57.4% | +1.3% |
| 5Y | -11.5% | -2.5% | -9.0% | -14.7% |
| 10Y | +27.9% | +275.2% | -247.3% | -4.4% |
| All | +323.5% | +84,315.6% | -83,992.1% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling