+21.2%
IP vs BDX
+53.5%
-32.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -0.6% |
| 7D | +0.1% | -4.3% | +4.4% | +2.1% |
| 30D | -11.2% | +1.3% | -12.5% | -11.8% |
| 3M | +12.3% | +20.2% | -7.9% | +2.8% |
| 6M | -5.2% | +8.6% | -13.9% | -9.2% |
| YTD | -4.0% | +19.0% | -22.9% | -11.9% |
| 1Y | -19.2% | +21.2% | -40.4% | -26.5% |
| 3Y | +20.3% | -9.7% | +30.0% | +22.4% |
| 5Y | -17.5% | -3.4% | -14.1% | -19.9% |
| 10Y | +21.2% | +53.9% | -32.7% | +0.4% |
| All | +21.2% | +53.5% | -32.4% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BDX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling