+356.7%
IP vs BEN
+4,913.3%
-4,556.6%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.3% | +0.7% |
| 7D | -5.3% | +0.2% | -5.5% | -5.3% |
| 30D | -10.9% | -0.5% | -10.3% | -10.6% |
| 3M | +11.2% | +9.7% | +1.4% | +6.7% |
| 6M | -10.2% | +33.9% | -44.1% | -21.1% |
| YTD | -2.0% | +49.0% | -51.0% | -17.8% |
| 1Y | -19.1% | +42.1% | -61.2% | -30.9% |
| 3Y | +20.9% | +51.9% | -31.0% | -2.4% |
| 5Y | -17.8% | +39.0% | -56.9% | -33.0% |
| 10Y | +23.5% | +57.9% | -34.3% | -8.8% |
| All | +356.7% | +4,913.3% | -4,556.6% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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