+181.0%
IP vs BRKR
+177.6%
+3.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.8% | +1.7% | -3.8% |
| 7D | -4.6% | -7.8% | +3.2% | -3.2% |
| 30D | -15.3% | -3.4% | -11.9% | -14.8% |
| 3M | +2.7% | -4.8% | +7.5% | +2.6% |
| 6M | -7.4% | +46.7% | -54.0% | -15.0% |
| YTD | -8.8% | +15.8% | -24.6% | -13.1% |
| 1Y | -22.4% | +75.4% | -97.9% | -31.6% |
| 3Y | +14.2% | -10.3% | +24.5% | +10.5% |
| 5Y | -21.8% | -38.8% | +17.0% | -20.2% |
| 10Y | +18.3% | +158.2% | -139.9% | -6.4% |
| All | +181.0% | +177.6% | +3.4% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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